CRC
SIVB

Curi RMB Capital’s SVB Financial Group SIVB Stock Holding History

Curi RMB Capital’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
-60,693
Closed -$14M – 513
2022
Q4 		$14M Buy
60,693
+1,218
+2% +$303K 0.5% 66
2022
Q3 		$20M Sell
59,475
-5,437
-8% -$2.19M 0.74% 42
2022
Q2 		$25.6M Sell
64,912
-7,095
-10% -$3.34M 0.88% 31
2022
Q1 		$40.3M Sell
72,007
-1,111
-2% -$674K 1.27% 21
2021
Q4 		$49.6M Sell
73,118
-1,036
-1% -$730K 1.5% 14
2021
Q3 		$48M Buy
74,154
+100
+0.1% +$58K 1.58% 12
2021
Q2 		$41.2M Buy
74,054
+99
+0.1% +$54.9K 1.38% 16
2021
Q1 		$36.5M Sell
73,955
-42,388
-36% -$20.8M 1.35% 18
2020
Q4 		$45.1M Sell
116,343
-29,609
-20% -$9.59M 1.65% 7
2020
Q3 		$35.1M Sell
145,952
-1,228
-0.8% -$289K 1.52% 11
2020
Q2 		$31.7M Sell
147,180
-959
-0.6% -$185K 1.4% 15
2020
Q1 		$22.4M Buy
148,139
+25,452
+21% +$5.6M 1.06% 24
2019
Q4 		$30.8M Sell
122,687
-89
-0.1% -$20.2K 0.86% 20
2019
Q3 		$25.7M Buy
122,776
+42,372
+53% +$8.88M 0.67% 28
2019
Q2 		$18.1M Buy
80,404
+60,568
+305% +$14M 0.46% 51
2019
Q1 		$4.41M Buy
19,836
+4,004
+25% +$932K 0.11% 206
2018
Q4 		$3.01M Sell
15,832
-3,781
-19% -$925K 0.08% 265
2018
Q3 		$6.1M Sell
19,613
-5,220
-21% -$1.65M 0.15% 178
2018
Q2 		$7.17M Sell
24,833
-1,864
-7% -$548K 0.17% 159
2018
Q1 		$6.41M Buy
26,697
+155
+0.6% +$38.9K 0.16% 171
2017
Q4 		$6.21M Sell
26,542
-10,640
-29% -$2.27M 0.16% 180
2017
Q3 		$6.96M Sell
37,182
-165
-0.4% -$29K 0.18% 175
2017
Q2 		$6.57M Buy
+37,347
New +$6.69M 0.19% 170

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

Curi RMB Capital's SIVB Position: Q1 2023 in Review

Curi RMB Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 60,693 shares — an estimated $14M sold.

Curi RMB Capital first reported a position in SIVB in Q2 2017 and held it in 23 quarters. The position peaked at $49.6M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Curi RMB Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Curi RMB Capital sold 60,693 SVB Financial Group shares in Q1 2023, an estimated $14M.
  • Curi RMB Capital first reported a position in SVB Financial Group in Q2 2017 and held it in 23 quarters.
  • Curi RMB Capital's SVB Financial Group position peaked at $49.6M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Curi RMB Capital's 13F filing for Q1 2023, filed 11 May 2023.