Holt Capital Partners’s SVB Financial Group SIVB Stock Holding History

Holt Capital 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 Q1	–	Sell	-2,355	Closed	-$542K	–	159
2022 Q4	$542K	Sell	2,355 -50	-2%	-$12.4K	0.11%	103
2022 Q3	$808K	Buy	2,405 +16	+0.7%	+$6.44K	0.24%	67
2022 Q2	$944K	Buy	+2,389	New	+$1.13M	0.2%	78

Other funds holding SIVB

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

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

Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return