GBT
SIVB

Grove Bank & Trust’s SVB Financial Group SIVB Stock Holding History

Grove Bank & Trust’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
-298
Closed -$270 – 745
2023
Q1 		$270 Buy
298
+18
+6% +$5.05K ﹤0.01% 724
2022
Q4 		$64K Buy
+280
New +$69.5K 0.01% 343
2022
Q1 		– Sell
-313
Closed -$212K – 246
2021
Q4 		$212K Hold
313
– – 0.04% 224
2021
Q3 		$202K Buy
+313
New +$181K 0.04% 228
2018
Q1 		– Sell
-75
Closed -$18K – 518
2017
Q4 		$18K Buy
75
+28
+60% +$5.97K 0.01% 399
2017
Q3 		$9K Buy
+47
New +$8.27K ﹤0.01% 480

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 $1.75B AUM 34.85% 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

Grove Bank & Trust's SIVB Position: Q2 2023 in Review

Grove Bank & Trust sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 298 shares — an estimated $270 sold.

Grove Bank & Trust first reported a position in SIVB in Q3 2017 and held it in 6 quarters. The position peaked at $212K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Grove Bank & Trust reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 298 SVB Financial Group shares in Q2 2023, an estimated $270.
  • Grove Bank & Trust first reported a position in SVB Financial Group in Q3 2017 and held it in 6 quarters.
  • Grove Bank & Trust's SVB Financial Group position peaked at $212K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.