EARNEST Partners’s SVB Financial Group SIVB Stock Holding History

EARNEST Partners’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	-21	Closed	-$19	–	1184
2023 Q1	$19	Hold	21	–	–	﹤0.01%	1167
2022 Q4	$4.83K	Hold	21	–	–	﹤0.01%	799
2022 Q3	$7K	Hold	21	–	–	﹤0.01%	699
2022 Q2	$8K	Hold	21	–	–	﹤0.01%	688
2022 Q1	$12K	Hold	21	–	–	﹤0.01%	614
2021 Q4	$14K	Hold	21	–	–	﹤0.01%	603
2021 Q3	$14K	Hold	21	–	–	﹤0.01%	578
2021 Q2	$12K	Hold	21	–	–	﹤0.01%	614
2021 Q1	$10K	Hold	21	–	–	﹤0.01%	651
2020 Q4	$8K	Hold	21	–	–	﹤0.01%	705
2020 Q3	$5K	Hold	21	–	–	﹤0.01%	796
2020 Q2	$5K	Hold	21	–	–	﹤0.01%	758
2020 Q1	$3K	Hold	21	–	–	﹤0.01%	862
2019 Q4	$5K	Hold	21	–	–	﹤0.01%	816
2019 Q3	$4K	Hold	21	–	–	﹤0.01%	862
2019 Q2	$5K	Hold	21	–	–	﹤0.01%	798
2019 Q1	$5K	Hold	21	–	–	﹤0.01%	790
2018 Q4	$4K	Hold	21	–	–	﹤0.01%	824
2018 Q3	$7K	Hold	21	–	–	﹤0.01%	694
2018 Q2	$6K	Hold	21	–	–	﹤0.01%	733
2018 Q1	$5K	Hold	21	–	–	﹤0.01%	785
2017 Q4	$5K	Buy	+21	New	+$4.47K	﹤0.01%	785
2017 Q1	–	Sell	-21	Closed	-$4K	–	1159
2016 Q4	$4K	Buy	+21	New	+$3.01K	﹤0.01%	784

Other funds holding SIVB

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 $14.7B AUM 42.39% 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 $405M AUM 27.41% 1-Year Est. Return

HNB

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 $334M AUM 26.48% 1-Year Est. Return

EARNEST Partners's SIVB Position: Q2 2023 in Review

EARNEST Partners sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 21 shares — an estimated $19 sold.

EARNEST Partners first reported a position in SIVB in Q4 2016 and held it in 23 quarters. The position peaked at $14K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

EARNEST Partners reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
EARNEST Partners sold 21 SVB Financial Group shares in Q2 2023, an estimated $19.
EARNEST Partners first reported a position in SVB Financial Group in Q4 2016 and held it in 23 quarters.
EARNEST Partners's SVB Financial Group position peaked at $14K in Q4 2021.
22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on EARNEST Partners's 13F filing for Q2 2023, filed 7 Aug 2023.