BCM
SIVB

BTC Capital Management’s SVB Financial Group SIVB Stock Holding History

BTC Capital Management’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
2022
Q4 		– Sell
-10,006
Closed -$3.35M – 258
2022
Q3 		$3.35M Buy
10,006
+98
+1% +$39.4K 0.44% 79
2022
Q2 		$3.91M Sell
9,908
-8,706
-47% -$4.1M 0.48% 71
2022
Q1 		$10.4M Buy
18,614
+9,398
+102% +$5.7M 1.03% 24
2021
Q4 		$6.23M Buy
9,216
+88
+1% +$62K 0.62% 52
2021
Q3 		$5.91M Buy
9,128
+2
+0% +$1.16K 0.66% 49
2021
Q2 		$5.08M Sell
9,126
-791
-8% -$439K 0.58% 62
2021
Q1 		$4.87M Sell
9,917
-4,440
-31% -$2.18M 0.54% 64
2020
Q4 		$5.57M Sell
14,357
-410
-3% -$133K 0.66% 51
2020
Q3 		$3.56M Buy
14,767
+135
+0.9% +$31.8K 0.5% 68
2020
Q2 		$3.15M Buy
14,632
+1,253
+9% +$241K 0.48% 68
2020
Q1 		$2.02M Sell
13,379
-324
-2% -$71.3K 0.39% 80
2019
Q4 		$3.44M Buy
13,703
+1,568
+13% +$357K 0.49% 76
2019
Q3 		$2.54M Buy
12,135
+274
+2% +$57.4K 0.41% 87
2019
Q2 		$2.66M Sell
11,861
-225
-2% -$52K 0.43% 84
2019
Q1 		$2.68M Buy
12,086
+1,155
+11% +$269K 0.43% 84
2018
Q4 		$2.07M Buy
+10,931
New +$2.67M 0.37% 91

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTC Capital Management's SIVB Position: Q4 2022 in Review

BTC Capital Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 10,006 shares — an estimated $3.35M sold.

BTC Capital Management first reported a position in SIVB in Q4 2018 and held it in 16 quarters. The position peaked at $10.4M in Q1 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • BTC Capital Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • BTC Capital Management sold 10,006 SVB Financial Group shares in Q4 2022, an estimated $3.35M.
  • BTC Capital Management first reported a position in SVB Financial Group in Q4 2018 and held it in 16 quarters.
  • BTC Capital Management's SVB Financial Group position peaked at $10.4M in Q1 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on BTC Capital Management's 13F filing for Q4 2022, filed 27 Jan 2023.