KAS
SIVB

Kestra Advisory Services’s SVB Financial Group SIVB Stock Holding History

Kestra Advisory Services’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
-1,546
Closed -$356K – 2353
2022
Q4 		$356K Buy
1,546
+363
+31% +$90.2K ﹤0.01% 1620
2022
Q3 		$397K Sell
1,183
-310
-21% -$125K ﹤0.01% 1442
2022
Q2 		$590K Buy
1,493
+444
+42% +$209K 0.01% 1231
2022
Q1 		$587K Buy
1,049
+11
+1% +$6.68K 0.01% 1201
2021
Q4 		$704K Buy
1,038
+190
+22% +$134K 0.01% 1141
2021
Q3 		$549K Buy
848
+68
+9% +$39.4K 0.01% 1340
2021
Q2 		$434K Buy
780
+163
+26% +$90.4K ﹤0.01% 1352
2021
Q1 		$305K Buy
+617
New +$303K ﹤0.01% 1456

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

Kestra Advisory Services's SIVB Position: Q1 2023 in Review

Kestra Advisory Services sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,546 shares — an estimated $356K sold.

Kestra Advisory Services first reported a position in SIVB in Q1 2021 and held it in 8 quarters. The position peaked at $704K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Kestra Advisory Services reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Kestra Advisory Services sold 1,546 SVB Financial Group shares in Q1 2023, an estimated $356K.
  • Kestra Advisory Services first reported a position in SVB Financial Group in Q1 2021 and held it in 8 quarters.
  • Kestra Advisory Services's SVB Financial Group position peaked at $704K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.