LFG
SIVB

Larson Financial Group’s SVB Financial Group SIVB Stock Holding History

Larson Financial 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
Q1 		– Sell
-57
Closed -$13.1K – 1619
2022
Q4 		$13.1K Hold
57
– – ﹤0.01% 786
2022
Q3 		$19K Hold
57
– – ﹤0.01% 647
2022
Q2 		$23K Hold
57
– – ﹤0.01% 523
2022
Q1 		$32K Hold
57
– – 0.01% 446
2021
Q4 		$39K Buy
57
+14
+33% +$9.86K 0.01% 424
2021
Q3 		$28K Hold
43
– – 0.01% 408
2021
Q2 		$24K Hold
43
– – 0.01% 407
2021
Q1 		$21K Sell
43
-52
-55% -$25.6K 0.01% 411
2020
Q4 		$37K Hold
95
– – 0.01% 260
2020
Q3 		$23K Buy
95
+47
+98% +$11.1K 0.01% 300
2020
Q2 		$10K Buy
+48
New +$9.24K ﹤0.01% 407
2019
Q3 		– Sell
-17
Closed -$4K – 651
2019
Q2 		$4K Hold
17
– – ﹤0.01% 345
2019
Q1 		$4K Hold
17
– – ﹤0.01% 334
2018
Q4 		$3K Buy
+17
New +$4.16K ﹤0.01% 342

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 $8.74B AUM 14.62% 1-Year Est. Return

Larson Financial Group's SIVB Position: Q1 2023 in Review

Larson Financial Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 57 shares — an estimated $13.1K sold.

Larson Financial Group first reported a position in SIVB in Q4 2018 and held it in 14 quarters. The position peaked at $39K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Larson Financial Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 57 SVB Financial Group shares in Q1 2023, an estimated $13.1K.
  • Larson Financial Group first reported a position in SVB Financial Group in Q4 2018 and held it in 14 quarters.
  • Larson Financial Group's SVB Financial Group position peaked at $39K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.