BC
SIVB

BIT Capital’s SVB Financial Group SIVB Stock Holding History

BIT Capital’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
2023
Q2 		– Sell
-1,502
Closed -$1.36K – 187
2023
Q1 		$1.36K Buy
+1,502
New +$422K ﹤0.01% 144
2022
Q3 		– Sell
-19,444
Closed -$7.68M – 180
2022
Q2 		$7.68M Sell
19,444
-36,635
-65% -$17.3M 1.04% 20
2022
Q1 		$31.4M Buy
56,079
+55,010
+5,146% +$33.4M 2.77% 10
2021
Q4 		$725K Sell
1,069
-1,563
-59% -$1.1M 0.06% 96
2021
Q3 		$1.7M Sell
2,632
-11,623
-82% -$6.74M 0.1% 60
2021
Q2 		$7.93M Buy
14,255
+3,655
+34% +$2.03M 0.47% 25
2021
Q1 		$5.23M Buy
10,600
+7,010
+195% +$3.45M 0.41% 31
2020
Q4 		$1.39M Buy
3,590
+1,856
+107% +$601K 0.21% 38
2020
Q3 		$417K Hold
1,734
– – 0.12% 41
2020
Q2 		$374K Buy
+1,734
New +$334K 0.17% 31

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

BIT Capital's SIVB Position: Q2 2023 in Review

BIT Capital sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 1,502 shares — an estimated $1.36K sold.

BIT Capital first reported a position in SIVB in Q2 2020 and held it in 10 quarters. The position peaked at $31.4M in Q1 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • BIT Capital reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • BIT Capital sold 1,502 SVB Financial Group shares in Q2 2023, an estimated $1.36K.
  • BIT Capital first reported a position in SVB Financial Group in Q2 2020 and held it in 10 quarters.
  • BIT Capital's SVB Financial Group position peaked at $31.4M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on BIT Capital's 13F filing for Q2 2023, filed 12 Feb 2025.