LSA
SIVB

Leonteq Securities AG’s SVB Financial Group SIVB Stock Holding History

Leonteq Securities AG’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
-352
Closed -$81K – 1374
2022
Q4 		$81K Buy
352
+252
+252% +$62.6K ﹤0.01% 712
2022
Q3 		$33.6K Sell
100
-4,740
-98% -$1.91M ﹤0.01% 877
2022
Q2 		$1.91M Buy
4,840
+2,343
+94% +$1.1M 0.07% 200
2022
Q1 		$1.4M Buy
2,497
+1,282
+106% +$778K 0.05% 241
2021
Q4 		$824K Buy
1,215
+1,015
+508% +$715K 0.03% 366
2021
Q3 		$129K Sell
200
-20
-9% -$11.6K 0.01% 671
2021
Q2 		$122K Hold
220
– – 0.01% 677
2021
Q1 		$109K Buy
+220
New +$108K 0.01% 666

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

Leonteq Securities AG's SIVB Position: Q1 2023 in Review

Leonteq Securities AG sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 352 shares — an estimated $81K sold.

Leonteq Securities AG first reported a position in SIVB in Q1 2021 and held it in 8 quarters. The position peaked at $1.91M in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Leonteq Securities AG reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Leonteq Securities AG sold 352 SVB Financial Group shares in Q1 2023, an estimated $81K.
  • Leonteq Securities AG first reported a position in SVB Financial Group in Q1 2021 and held it in 8 quarters.
  • Leonteq Securities AG's SVB Financial Group position peaked at $1.91M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Leonteq Securities AG's 13F filing for Q1 2023, filed 11 Mar 2026.