CQS
SIVB

Credential Qtrade Securities’s SVB Financial Group SIVB Stock Holding History

Credential Qtrade Securities’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
Q2 		– Sell
-1,205
Closed -$1.09K – 431
2023
Q1 		$1.09K Buy
+1,205
New +$338K ﹤0.01% 386

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Credential Qtrade Securities's SIVB Position: Q2 2023 in Review

Credential Qtrade Securities sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 1,205 shares — an estimated $1.09K sold.

Credential Qtrade Securities first reported a position in SIVB in Q1 2023 and held it in 1 quarter. The position peaked at $1.09K in Q1 2023. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Credential Qtrade Securities reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Credential Qtrade Securities sold 1,205 SVB Financial Group shares in Q2 2023, an estimated $1.09K.
  • Credential Qtrade Securities first reported a position in SVB Financial Group in Q1 2023 and held it in 1 quarter.
  • Credential Qtrade Securities's SVB Financial Group position peaked at $1.09K in Q1 2023.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.