Franklin Resources
SIVB

Franklin Resources’s SVB Financial Group SIVB Stock Holding History

Franklin Resources’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
-1,500,073
Closed -$345M – 2437
2022
Q4 		$345M Buy
1,500,073
+1,001,387
+201% +$249M 0.18% 150
2022
Q3 		$167M Buy
498,686
+128,028
+35% +$51.5M 0.09% 261
2022
Q2 		$146M Sell
370,658
-274,836
-43% -$129M 0.07% 304
2022
Q1 		$361M Buy
645,494
+76,469
+13% +$46.4M 0.14% 179
2021
Q4 		$386M Buy
569,025
+102,660
+22% +$72.3M 0.14% 185
2021
Q3 		$302M Sell
466,365
-554
-0.1% -$321K 0.11% 220
2021
Q2 		$260M Buy
466,919
+119,904
+35% +$66.5M 0.1% 238
2021
Q1 		$171M Buy
347,015
+30,738
+10% +$15.1M 0.07% 304
2020
Q4 		$123M Sell
316,277
-12,808
-4% -$4.15M 0.05% 367
2020
Q3 		$79.2M Sell
329,085
-30,565
-8% -$7.19M 0.04% 453
2020
Q2 		$79.8M Buy
359,650
+10,212
+3% +$1.97M 0.04% 434
2020
Q1 		$52.8M Buy
349,438
+91,961
+36% +$20.2M 0.04% 452
2019
Q4 		$64.6M Sell
257,477
-30,922
-11% -$7.03M 0.03% 480
2019
Q3 		$60.3M Sell
288,399
-260,640
-47% -$54.6M 0.03% 488
2019
Q2 		$123M Buy
549,039
+255,026
+87% +$59M 0.07% 312
2019
Q1 		$65.4M Sell
294,013
-166,171
-36% -$38.7M 0.04% 462
2018
Q4 		$87.4M Sell
460,184
-1,550
-0.3% -$379K 0.05% 358
2018
Q3 		$144M Sell
461,734
-29,448
-6% -$9.29M 0.07% 295
2018
Q2 		$142M Buy
491,182
+15,973
+3% +$4.69M 0.07% 294
2018
Q1 		$114M Sell
475,209
-388
-0.1% -$97.4K 0.06% 333
2017
Q4 		$111M Sell
475,597
-38,123
-7% -$8.12M 0.05% 345
2017
Q3 		$96.1M Sell
513,720
-995
-0.2% -$175K 0.05% 377
2017
Q2 		$90.5M Sell
514,715
-34,488
-6% -$6.18M 0.05% 387
2017
Q1 		$102M Buy
549,203
+77,676
+16% +$14.1M 0.05% 353
2016
Q4 		$80.9M Sell
471,527
-10,463
-2% -$1.5M 0.04% 398
2016
Q3 		$53.3M Buy
481,990
+500
+0.1% +$52K 0.03% 503
2016
Q2 		$45.8M Buy
481,490
+8,668
+2% +$887K 0.02% 551
2016
Q1 		$48.3M Sell
472,822
-24,550
-5% -$2.38M 0.03% 538
2015
Q4 		$59.1M Sell
497,372
-75,580
-13% -$9.37M 0.03% 505
2015
Q3 		$66.2M Buy
572,952
+215,920
+60% +$28.9M 0.03% 461
2015
Q2 		$51.4M Buy
357,032
+117,492
+49% +$15.9M 0.02% 600
2015
Q1 		$30.4M Sell
239,540
-84,820
-26% -$10.1M 0.01% 773
2014
Q4 		$37.6M Sell
324,360
-43,400
-12% -$4.73M 0.02% 699
2014
Q3 		$41.2M Sell
367,760
-33,060
-8% -$3.67M 0.02% 654
2014
Q2 		$46.7M Buy
400,820
+142,960
+55% +$15.9M 0.02% 625
2014
Q1 		$33.2M Buy
+257,860
New +$30.1M 0.02% 720

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 $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Franklin Resources's SIVB Position: Q1 2023 in Review

Franklin Resources sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,500,073 shares — an estimated $345M sold.

Franklin Resources first reported a position in SIVB in Q1 2014 and held it in 36 quarters. The position peaked at $386M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Franklin Resources reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Franklin Resources sold 1,500,073 SVB Financial Group shares in Q1 2023, an estimated $345M.
  • Franklin Resources first reported a position in SVB Financial Group in Q1 2014 and held it in 36 quarters.
  • Franklin Resources's SVB Financial Group position peaked at $386M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Franklin Resources's 13F filing for Q1 2023, filed 12 May 2023.