BCI
SIVB

Brinker Capital Investments’s SVB Financial Group SIVB Stock Holding History

Brinker Capital Investments’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
-7,882
Closed -$1.81M – 1687
2022
Q4 		$1.81M Sell
7,882
-265
-3% -$65.8K 0.04% 512
2022
Q3 		$2.74M Sell
8,147
-228
-3% -$91.8K 0.06% 338
2022
Q2 		$3.31M Buy
8,375
+1,034
+14% +$487K 0.06% 299
2022
Q1 		$4.11M Buy
7,341
+500
+7% +$303K 0.06% 287
2021
Q4 		$4.64M Sell
6,841
-516
-7% -$364K 0.07% 294
2021
Q3 		$4.09M Hold
7,357
– – 0.06% 317
2021
Q2 		$4.09M Buy
7,357
+587
+9% +$326K 0.05% 363
2021
Q1 		$3.34M Sell
6,770
-5,400
-44% -$2.66M 0.05% 356
2020
Q4 		$4.72M Buy
+12,170
New +$3.94M 0.07% 326

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
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
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
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
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

Brinker Capital Investments's SIVB Position: Q1 2023 in Review

Brinker Capital Investments sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 7,882 shares — an estimated $1.81M sold.

Brinker Capital Investments first reported a position in SIVB in Q4 2020 and held it in 9 quarters. The position peaked at $4.72M in Q4 2020. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Brinker Capital Investments reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 7,882 SVB Financial Group shares in Q1 2023, an estimated $1.81M.
  • Brinker Capital Investments first reported a position in SVB Financial Group in Q4 2020 and held it in 9 quarters.
  • Brinker Capital Investments's SVB Financial Group position peaked at $4.72M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.