Creative Planning
SIVB

Creative Planning’s SVB Financial Group SIVB Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-100
Closed -$3K – 2774
2021
Q1 		$3K Buy
+100
New +$49.2K ﹤0.01% 2544

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Creative Planning's SIVB Position: Q1 2023 in Review

Creative Planning sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5,184 shares — an estimated $1.19M sold.

Creative Planning first reported a position in SIVB in Q2 2013 and held it in 37 quarters. The position peaked at $3.42M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Creative Planning reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 5,184 SVB Financial Group shares in Q1 2023, an estimated $1.19M.
  • Creative Planning first reported a position in SVB Financial Group in Q2 2013 and held it in 37 quarters.
  • Creative Planning's SVB Financial Group position peaked at $3.42M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.