CT
SIVB

Caldwell Trust’s SVB Financial Group SIVB Stock Holding History

Caldwell Trust’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
-45
Closed -$15.1K – 752
2022
Q3 		$15.1K Hold
45
– – ﹤0.01% 560
2022
Q2 		$17.8K Hold
45
– – ﹤0.01% 554
2022
Q1 		$25.2K Hold
45
– – ﹤0.01% 541
2021
Q4 		$30.5K Hold
45
– – ﹤0.01% 520
2021
Q3 		$29.1K Hold
45
– – ﹤0.01% 519
2021
Q2 		$25K Hold
45
– – ﹤0.01% 539
2021
Q1 		$22.2K Hold
45
– – ﹤0.01% 543
2020
Q4 		$17.5K Hold
45
– – ﹤0.01% 563
2020
Q3 		$10.8K Hold
45
– – ﹤0.01% 602
2020
Q2 		$9.7K Hold
45
– – ﹤0.01% 643
2020
Q1 		$6.8K Hold
45
– – ﹤0.01% 675
2019
Q4 		$11.3K Buy
+45
New +$10.2K ﹤0.01% 668

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Trust's SIVB Position: Q4 2022 in Review

Caldwell Trust sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 45 shares — an estimated $15.1K sold.

Caldwell Trust first reported a position in SIVB in Q4 2019 and held it in 12 quarters. The position peaked at $30.5K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Caldwell Trust reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Caldwell Trust sold 45 SVB Financial Group shares in Q4 2022, an estimated $15.1K.
  • Caldwell Trust first reported a position in SVB Financial Group in Q4 2019 and held it in 12 quarters.
  • Caldwell Trust's SVB Financial Group position peaked at $30.5K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Caldwell Trust's 13F filing for Q4 2022, filed 1 Oct 2025.