JFGIW
SIVB

Johnson Financial Group Inc (Wisconsin)’s SVB Financial Group SIVB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-555
Closed -$503 – 712
2023
Q1 		$503 Sell
555
-39
-7% -$10.9K ﹤0.01% 595
2022
Q4 		$137K Sell
594
-43
-7% -$10.7K 0.01% 275
2022
Q3 		$150K Buy
637
+39
+7% +$15.7K 0.01% 265
2022
Q2 		$237K Buy
598
+4
+0.7% +$1.88K 0.02% 227
2022
Q1 		$332K Sell
594
-33
-5% -$20K 0.02% 220
2021
Q4 		$425K Buy
627
+12
+2% +$8.45K 0.03% 206
2021
Q3 		$398K Buy
615
+86
+16% +$49.9K 0.03% 200
2021
Q2 		$294K Sell
529
-32
-6% -$17.8K 0.02% 232
2021
Q1 		$277K Buy
+561
New +$276K 0.02% 235
2013
Q3 		– Sell
-3,075
Closed -$256K – 745
2013
Q2 		$256K Buy
+3,075
New +$225K 0.07% 183

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

Johnson Financial Group Inc (Wisconsin)'s SIVB Position: Q2 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 555 shares — an estimated $503 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SIVB in Q2 2013 and held it in 10 quarters. The position peaked at $425K in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 555 SVB Financial Group shares in Q2 2023, an estimated $503.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in SVB Financial Group in Q2 2013 and held it in 10 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s SVB Financial Group position peaked at $425K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2023, filed 14 Aug 2023.