Empirical Finance’s SVB Financial Group SIVB Stock Holding History

Empirical Finance’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	-1,453	Closed	-$334K	–	506
2022 Q4	$334K	Buy	1,453 +126	+9%	+$31.3K	0.03%	425
2022 Q3	$446K	Buy	1,327 +236	+22%	+$95K	0.05%	314
2022 Q2	$431K	Buy	1,091 +65	+6%	+$30.6K	0.05%	308
2022 Q1	$574K	Buy	1,026 +228	+29%	+$138K	0.06%	283
2021 Q4	$541K	Buy	798 +166	+26%	+$117K	0.06%	277
2021 Q3	$409K	Buy	632 +45	+8%	+$26.1K	0.06%	294
2021 Q2	$327K	Buy	+587	New	+$326K	0.05%	316

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Empirical Finance's SIVB Position: Q1 2023 in Review

Empirical Finance sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,453 shares — an estimated $334K sold.

Empirical Finance first reported a position in SIVB in Q2 2021 and held it in 7 quarters. The position peaked at $574K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Empirical Finance reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Empirical Finance sold 1,453 SVB Financial Group shares in Q1 2023, an estimated $334K.
Empirical Finance first reported a position in SVB Financial Group in Q2 2021 and held it in 7 quarters.
Empirical Finance's SVB Financial Group position peaked at $574K in Q1 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Empirical Finance's 13F filing for Q1 2023, filed 5 Apr 2023.