KBC Group
SIVB

KBC Group’s SVB Financial Group SIVB Stock Holding History

KBC Group’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
-41,101
Closed – – 1537
2023
Q1 		$0 Buy
41,101
+7,943
+24% +$2.23M ﹤0.01% 1548
2022
Q4 		$7.63M Sell
33,158
-30,871
-48% -$7.67M 0.04% 356
2022
Q3 		$21.5M Sell
64,029
-40,120
-39% -$16.1M 0.11% 194
2022
Q2 		$41.1M Sell
104,149
-14,111
-12% -$6.65M 0.21% 117
2022
Q1 		$66.2M Buy
118,260
+23,530
+25% +$14.3M 0.26% 101
2021
Q4 		$64.3M Sell
94,730
-11,826
-11% -$8.33M 0.21% 120
2021
Q3 		$68.9M Sell
106,556
-101,844
-49% -$59.1M 0.25% 92
2021
Q2 		$116M Sell
208,400
-27,294
-12% -$15.1M 0.21% 116
2021
Q1 		$116M Sell
235,694
-19,336
-8% -$9.51M 0.24% 110
2020
Q4 		$544M Buy
255,030
+211,548
+487% +$68.5M 0.23% 106
2020
Q3 		$10.5M Buy
43,482
+23,236
+115% +$5.47M 0.03% 398
2020
Q2 		$4.36M Buy
20,246
+8,353
+70% +$1.61M 0.01% 533
2020
Q1 		$1.8M Buy
11,893
+2,630
+28% +$579K 0.02% 570
2019
Q4 		$2.33M Sell
9,263
-20
-0.2% -$4.55K 0.01% 644
2019
Q3 		$1.94M Buy
9,283
+182
+2% +$38.1K 0.01% 655
2019
Q2 		$2.04M Sell
9,101
-27,462
-75% -$6.35M 0.02% 600
2019
Q1 		$8.13M Sell
36,563
-37,103
-50% -$8.64M 0.07% 333
2018
Q4 		$14M Sell
73,666
-64,818
-47% -$15.8M 0.16% 170
2018
Q3 		$43M Sell
138,484
-11,612
-8% -$3.66M 0.33% 74
2018
Q2 		$43.3M Buy
150,096
+145,217
+2,976% +$42.7M 0.38% 55
2018
Q1 		$1.17M Sell
4,879
-510
-9% -$128K 0.01% 730
2017
Q4 		$1.26M Buy
5,389
+1,576
+41% +$336K 0.01% 733
2017
Q3 		$713K Hold
3,813
– – 0.01% 901
2017
Q2 		$670K Buy
+3,813
New +$683K 0.01% 893
2017
Q1 		– Sell
-54,725
Closed -$9.39M – 1365
2016
Q4 		$9.39M Sell
54,725
-38,692
-41% -$5.55M 0.09% 264
2016
Q3 		$10.3M Hold
93,417
– – 0.12% 197
2016
Q2 		$8.89M Buy
93,417
+79,615
+577% +$8.15M 0.13% 194
2016
Q1 		$1.41M Sell
13,802
-16,342
-54% -$1.58M 0.02% 556
2015
Q4 		$3.58M Buy
30,144
+26,153
+655% +$3.24M 0.07% 332
2015
Q3 		$461K Buy
+3,991
New +$535K 0.01% 792
2013
Q3 		– Sell
-2,095
Closed -$175K – 1319
2013
Q2 		$175K Buy
+2,095
New +$153K ﹤0.01% 1016

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

KBC Group's SIVB Position: Q2 2023 in Review

KBC Group sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 41,101 shares.

KBC Group first reported a position in SIVB in Q2 2013 and held it in 31 quarters. The position peaked at $544M in Q4 2020. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • KBC Group reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • KBC Group sold 41,101 SVB Financial Group shares in Q2 2023.
  • KBC Group first reported a position in SVB Financial Group in Q2 2013 and held it in 31 quarters.
  • KBC Group's SVB Financial Group position peaked at $544M in Q4 2020.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on KBC Group's 13F filing for Q2 2023, filed 28 Jul 2023.