CBT
SIVB

Central Bank & Trust’s SVB Financial Group SIVB Stock Holding History

Central Bank & 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
2023
Q1 		– Sell
-381
Closed -$87.7K – 456
2022
Q4 		$87.7K Sell
381
-10
-3% -$2.48K 0.02% 205
2022
Q3 		$131K Sell
391
-391
-50% -$157K 0.03% 178
2022
Q2 		$309K Sell
782
-281
-26% -$132K 0.06% 155
2022
Q1 		$595K Sell
1,063
-397
-27% -$241K 0.1% 121
2021
Q4 		$990K Hold
1,460
– – 0.15% 100
2021
Q3 		$944K Buy
1,460
+46
+3% +$26.7K 0.16% 94
2021
Q2 		$787K Buy
1,414
+357
+34% +$198K 0.13% 103
2021
Q1 		$522K Buy
+1,057
New +$520K 0.09% 116
2018
Q4 		– Sell
-55
Closed -$17K – 282
2018
Q3 		$17K Hold
55
– – ﹤0.01% 210
2018
Q2 		$16K Buy
+55
New +$16.2K ﹤0.01% 218
2016
Q1 		– Sell
-43
Closed -$5K – 393
2015
Q4 		$5K Buy
+43
New +$5.33K ﹤0.01% 327
2015
Q3 		– Sell
-18
Closed -$3K – 432
2015
Q2 		$3K Buy
+18
New +$2.43K ﹤0.01% 357

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 $8.74B AUM 14.62% 1-Year Est. Return

Central Bank & Trust's SIVB Position: Q1 2023 in Review

Central Bank & Trust sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 381 shares — an estimated $87.7K sold.

Central Bank & Trust first reported a position in SIVB in Q2 2015 and held it in 12 quarters. The position peaked at $990K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Central Bank & Trust reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Central Bank & Trust sold 381 SVB Financial Group shares in Q1 2023, an estimated $87.7K.
  • Central Bank & Trust first reported a position in SVB Financial Group in Q2 2015 and held it in 12 quarters.
  • Central Bank & Trust's SVB Financial Group position peaked at $990K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Central Bank & Trust's 13F filing for Q1 2023, filed 13 Apr 2023.