BC
SIVB

Brookfield Corp’s SVB Financial Group SIVB Stock Holding History

Brookfield Corp’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
-30,927
Closed -$7.12M – 841
2022
Q4 		$7.12M Buy
+30,927
New +$7.68M 0.03% 202
2021
Q4 		– Sell
-16,983
Closed -$11M – 776
2021
Q3 		$11M Buy
16,983
+1,768
+12% +$1.03M 0.04% 124
2021
Q2 		$8.47M Buy
15,215
+9,581
+170% +$5.31M 0.04% 151
2021
Q1 		$2.78M Buy
+5,634
New +$2.77M 0.01% 245

Other funds holding SIVB

JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 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 $177B AUM 39.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return

Brookfield Corp's SIVB Position: Q1 2023 in Review

Brookfield Corp sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 30,927 shares — an estimated $7.12M sold.

Brookfield Corp first reported a position in SIVB in Q1 2021 and held it in 4 quarters. The position peaked at $11M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Brookfield Corp reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Brookfield Corp sold 30,927 SVB Financial Group shares in Q1 2023, an estimated $7.12M.
  • Brookfield Corp first reported a position in SVB Financial Group in Q1 2021 and held it in 4 quarters.
  • Brookfield Corp's SVB Financial Group position peaked at $11M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Brookfield Corp's 13F filing for Q1 2023, filed 15 May 2023.