BBHC
SIVB

Brown Brothers Harriman & Co’s SVB Financial Group SIVB Stock Holding History

Brown Brothers Harriman & Co’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
-1,582
Closed -$364K – 1356
2022
Q4 		$364K Buy
1,582
+258
+19% +$64.1K ﹤0.01% 361
2022
Q3 		$445K Buy
1,324
+194
+17% +$78.1K ﹤0.01% 326
2022
Q2 		$446K Buy
1,130
+213
+23% +$100K ﹤0.01% 337
2022
Q1 		$513K Buy
917
+230
+33% +$140K ﹤0.01% 340
2021
Q4 		$466 Sell
687
-35
-5% -$24.7K ﹤0.01% 350
2021
Q3 		$467 Buy
722
+84
+13% +$48.7K ﹤0.01% 333
2021
Q2 		$355 Buy
638
+616
+2,800% +$342K ﹤0.01% 351
2021
Q1 		$11 Buy
22
+9
+69% +$4.43K ﹤0.01% 856
2020
Q4 		$5K Buy
13
+2
+18% +$648 ﹤0.01% 951
2020
Q3 		$3K Hold
11
– – ﹤0.01% 887
2020
Q2 		$2K Buy
+11
New +$2.12K ﹤0.01% 924
2019
Q4 		– Sell
-5
Closed -$1K – 1361
2019
Q3 		$1K Hold
5
– – ﹤0.01% 1181
2019
Q2 		$1K Buy
+5
New +$1.16K ﹤0.01% 1090
2018
Q3 		– Sell
-5
Closed -$1K – 924
2018
Q2 		$1K Hold
5
– – ﹤0.01% 805
2018
Q1 		$1K Sell
5
-10
-67% -$2.51K ﹤0.01% 787
2017
Q4 		$4K Buy
+15
New +$3.2K ﹤0.01% 923
2017
Q1 		– Sell
-250
Closed -$43K – 949
2016
Q4 		$43K Hold
250
– – ﹤0.01% 510
2016
Q3 		$28K Sell
250
-225
-47% -$23.4K ﹤0.01% 502
2016
Q2 		$45K Sell
475
-38
-7% -$3.89K ﹤0.01% 467
2016
Q1 		$52K Hold
513
– – ﹤0.01% 436
2015
Q4 		$61K Hold
513
– – ﹤0.01% 439
2015
Q3 		$59K Buy
513
+475
+1,250% +$63.6K ﹤0.01% 472
2015
Q2 		$5K Hold
38
– – ﹤0.01% 698
2015
Q1 		$5K Sell
38
-13
-25% -$1.55K ﹤0.01% 702
2014
Q4 		$6K Buy
+51
New +$5.56K ﹤0.01% 738

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 $1.25B 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 $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

Brown Brothers Harriman & Co's SIVB Position: Q1 2023 in Review

Brown Brothers Harriman & Co sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,582 shares — an estimated $364K sold.

Brown Brothers Harriman & Co first reported a position in SIVB in Q4 2014 and held it in 25 quarters. The position peaked at $513K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Brown Brothers Harriman & Co reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 1,582 SVB Financial Group shares in Q1 2023, an estimated $364K.
  • Brown Brothers Harriman & Co first reported a position in SVB Financial Group in Q4 2014 and held it in 25 quarters.
  • Brown Brothers Harriman & Co's SVB Financial Group position peaked at $513K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2023, filed 11 May 2023.