Berman Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Berman Capital Advisors’s Portfolio SIVB Stock Details SIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$156K	Buy	242 +35	+17%	+$20.3K	0.02%	328
2021 Q2	$115K	Buy	207 +91	+78%	+$50.5K	0.02%	344
2021 Q1	$57K	Buy	116 +5	+5%	+$2.46K	0.01%	438
2020 Q4	$43K	Hold	111	–	–	0.01%	452
2020 Q3	$26K	Buy	111 +6	+6%	+$1.41K	0.01%	514
2020 Q2	$22K	Buy	105 +49	+88%	+$9.44K	0.01%	525
2020 Q1	$7K	Buy	56 +34	+155%	+$7.48K	﹤0.01%	819
2019 Q4	$5K	Buy	22 +4	+22%	+$910	﹤0.01%	1007
2019 Q3	$3K	Buy	18 +6	+50%	+$1.26K	﹤0.01%	1133
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	1281
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	1161
2018 Q4	$1K	Buy	+12	New	+$2.93K	﹤0.01%	1107

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Berman Capital Advisors's SIVB Position: Q3 2021 in Review

Berman Capital Advisors increased its SVB Financial Group (SIVB) stake by 17% in Q3 2021, buying an estimated $20.3K and bringing the position to 242 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #328.

Berman Capital Advisors first reported a position in SIVB in Q4 2018 and has held it in 12 quarters since. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

Berman Capital Advisors held 242 shares of SVB Financial Group worth $156K as of Q3 2021.
Berman Capital Advisors bought 35 SVB Financial Group shares in Q3 2021, an estimated $20.3K.
SVB Financial Group made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #328 holding.
Berman Capital Advisors first reported a position in SVB Financial Group in Q4 2018 and has held it in 12 quarters since.
776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.