KFP
SIVB

KB Financial Partners’s SVB Financial Group SIVB Stock Holding History

KB Financial 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
-25
Closed -$6K – 610
2022
Q4 		$6K Hold
25
– – ﹤0.01% 415
2022
Q3 		$8K Hold
25
– – ﹤0.01% 386
2022
Q2 		$10K Sell
25
-42
-63% -$19.8K ﹤0.01% 368
2022
Q1 		$37K Hold
67
– – 0.01% 302
2021
Q4 		$45K Buy
+67
New +$47.2K 0.01% 301
2021
Q3 		– Sell
-54
Closed -$30K – 610
2021
Q2 		$30K Buy
54
+9
+20% +$4.99K 0.01% 311
2021
Q1 		$22K Buy
+45
New +$22.1K 0.01% 355

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

KB Financial Partners's SIVB Position: Q1 2023 in Review

KB Financial Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 25 shares — an estimated $6K sold.

KB Financial Partners first reported a position in SIVB in Q1 2021 and held it in 7 quarters. The position peaked at $45K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • KB Financial Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • KB Financial Partners sold 25 SVB Financial Group shares in Q1 2023, an estimated $6K.
  • KB Financial Partners first reported a position in SVB Financial Group in Q1 2021 and held it in 7 quarters.
  • KB Financial Partners's SVB Financial Group position peaked at $45K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on KB Financial Partners's 13F filing for Q1 2023, filed 17 May 2023.