CFB
SIVB

Cullen/Frost Bankers’s SVB Financial Group SIVB Stock Holding History

Cullen/Frost Bankers’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
-29
Closed -$26 – 1314
2023
Q1 		$26 Sell
29
-71
-71% -$19.9K ﹤0.01% 1196
2022
Q4 		$23K Sell
100
-24
-19% -$5.96K ﹤0.01% 821
2022
Q3 		$42K Buy
124
+24
+24% +$9.66K ﹤0.01% 738
2022
Q2 		$39K Sell
100
-454
-82% -$214K ﹤0.01% 745
2022
Q1 		$310K Buy
554
+454
+454% +$276K 0.01% 463
2021
Q4 		$68K Hold
100
– – ﹤0.01% 703
2021
Q3 		$65K Hold
100
– – ﹤0.01% 712
2021
Q2 		$56K Hold
100
– – ﹤0.01% 763
2021
Q1 		$49K Hold
100
– – ﹤0.01% 730
2020
Q4 		$39K Sell
100
-5
-5% -$1.62K ﹤0.01% 756
2020
Q3 		$25K Buy
105
+5
+5% +$1.18K ﹤0.01% 795
2020
Q2 		$22K Buy
+100
New +$19.3K ﹤0.01% 804
2020
Q1 		– Sell
-61
Closed -$15K – 1075
2019
Q4 		$15K Hold
61
– – ﹤0.01% 846
2019
Q3 		$13K Hold
61
– – ﹤0.01% 801
2019
Q2 		$14K Buy
+61
New +$14.1K ﹤0.01% 777

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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 $334M AUM 26.48% 1-Year Est. Return

Cullen/Frost Bankers's SIVB Position: Q2 2023 in Review

Cullen/Frost Bankers sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 29 shares — an estimated $26 sold.

Cullen/Frost Bankers first reported a position in SIVB in Q2 2019 and held it in 15 quarters. The position peaked at $310K in Q1 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Cullen/Frost Bankers reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Cullen/Frost Bankers sold 29 SVB Financial Group shares in Q2 2023, an estimated $26.
  • Cullen/Frost Bankers first reported a position in SVB Financial Group in Q2 2019 and held it in 15 quarters.
  • Cullen/Frost Bankers's SVB Financial Group position peaked at $310K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Cullen/Frost Bankers's 13F filing for Q2 2023, filed 4 Aug 2023.