JC
SIVB

JCSD Capital’s SVB Financial Group SIVB Stock Holding History

JCSD Capital’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
-100
Closed -$23K – 72
2022
Q4 		$23K Hold
100
– – 0.03% 42
2022
Q3 		$34K Hold
100
– – 0.05% 56
2022
Q2 		$39K Buy
+100
New +$47.1K 0.04% 58
2019
Q4 		– Sell
-400
Closed -$84K – 53
2019
Q3 		$84K Sell
400
-41,000
-99% -$8.59M 0.07% 44
2019
Q2 		$9.3M Buy
41,400
+15,600
+60% +$3.61M 6.28% 1
2019
Q1 		$5.74M Hold
25,800
– – 4.24% 5
2018
Q4 		$4.9M Buy
+25,800
New +$6.31M 3.56% 8

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JCSD Capital's SIVB Position: Q1 2023 in Review

JCSD Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 100 shares — an estimated $23K sold.

JCSD Capital first reported a position in SIVB in Q4 2018 and held it in 7 quarters. The position peaked at $9.3M in Q2 2019. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • JCSD Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • JCSD Capital sold 100 SVB Financial Group shares in Q1 2023, an estimated $23K.
  • JCSD Capital first reported a position in SVB Financial Group in Q4 2018 and held it in 7 quarters.
  • JCSD Capital's SVB Financial Group position peaked at $9.3M in Q2 2019.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on JCSD Capital's 13F filing for Q1 2023, filed 27 Apr 2023.