Brighton Jones LLC’s SVB Financial Group SIVB Stock Holding History

Brighton Jones LLC’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 Q1	–	Sell	-4,488	Closed	-$1.03M	–	547
2022 Q4	$1.03M	Buy	4,488 +49	+1%	+$12.2K	0.06%	164
2022 Q3	$1.49M	Buy	4,439 +760	+21%	+$306K	0.09%	118
2022 Q2	$1.45M	Sell	3,679 -316	-8%	-$149K	0.08%	126
2022 Q1	$2.23M	Sell	3,995 -3	-0.1%	-$1.82K	0.1%	101
2021 Q4	$2.71M	Buy	3,998 +16	+0.4%	+$11.3K	0.13%	85
2021 Q3	$2.58M	Sell	3,982 -4	-0.1%	-$2.32K	0.13%	77
2021 Q2	$2.22M	Buy	3,986 +766	+24%	+$425K	0.11%	86
2021 Q1	$1.59M	Buy	3,220 +108	+3%	+$53.1K	0.09%	102
2020 Q4	$1.21M	Hold	3,112	–	–	0.07%	110
2020 Q3	$749K	Sell	3,112 -3,018	-49%	-$710K	0.05%	150
2020 Q2	$1.32M	Buy	6,130 +529	+9%	+$102K	0.11%	82
2020 Q1	$846K	Buy	5,601 +42	+0.8%	+$9.24K	0.09%	108
2019 Q4	$1.4M	Hold	5,559	–	–	0.15%	89
2019 Q3	$1.16M	Sell	5,559 -2	-0%	-$419	0.14%	89
2019 Q2	$1.25M	Buy	5,561 +486	+10%	+$112K	0.15%	87
2019 Q1	$1.13M	Buy	5,075 +1	+0%	+$233	0.14%	94
2018 Q4	$964K	Sell	5,074 -13	-0.3%	-$3.18K	0.14%	90
2018 Q3	$1.58M	Sell	5,087 -1,000	-16%	-$316K	0.19%	64
2018 Q2	$1.76M	Sell	6,087 -439	-7%	-$129K	0.23%	55
2018 Q1	$1.57M	Sell	6,526 -21	-0.3%	-$5.27K	0.22%	58
2017 Q4	$1.53M	Buy	6,547 +57	+0.9%	+$12.1K	0.19%	64
2017 Q3	$1.21M	Buy	6,490 +16	+0.2%	+$2.81K	0.16%	80
2017 Q2	$1.14M	Buy	+6,474	New	+$1.16M	0.16%	75
2017 Q1	–	Sell	-5,471	Closed	-$939K	–	154
2016 Q4	$939K	Sell	5,471 -37	-0.7%	-$5.3K	0.35%	21
2016 Q3	$609K	Buy	5,508 +748	+16%	+$77.9K	0.1%	109
2016 Q2	$453K	Buy	4,760 +2	+0%	+$205	0.08%	118
2016 Q1	$486K	Buy	4,758 +8	+0.2%	+$774	0.09%	111
2015 Q4	$565K	Hold	4,750	–	–	0.11%	100
2015 Q3	$549K	Buy	4,750 +16	+0.3%	+$2.14K	0.12%	95
2015 Q2	$682K	Sell	4,734 -600	-11%	-$81.1K	0.16%	77
2015 Q1	$678K	Hold	5,334	–	–	0.15%	74
2014 Q4	$619K	Buy	5,334 +1,349	+34%	+$147K	0.14%	86
2014 Q3	$447K	Hold	3,985	–	–	0.1%	112
2014 Q2	$465K	Hold	3,985	–	–	0.11%	107
2014 Q1	$513K	Hold	3,985	–	–	0.12%	89
2013 Q4	$418K	Hold	3,985	–	–	0.1%	108
2013 Q3	$344K	Hold	3,985	–	–	0.09%	100
2013 Q2	$332K	Buy	+3,985	New	+$292K	0.1%	77

Other funds holding SIVB

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Brighton Jones LLC's SIVB Position: Q1 2023 in Review

Brighton Jones LLC sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,488 shares — an estimated $1.03M sold.

Brighton Jones LLC first reported a position in SIVB in Q2 2013 and held it in 38 quarters. The position peaked at $2.71M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Brighton Jones LLC reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Brighton Jones LLC sold 4,488 SVB Financial Group shares in Q1 2023, an estimated $1.03M.
Brighton Jones LLC first reported a position in SVB Financial Group in Q2 2013 and held it in 38 quarters.
Brighton Jones LLC's SVB Financial Group position peaked at $2.71M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Brighton Jones LLC's 13F filing for Q1 2023, filed 8 May 2023.