LC
SIVB

Lindbrook Capital’s SVB Financial Group SIVB Stock Holding History

Lindbrook Capital’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
-284
Closed -$65.4K – 2983
2022
Q4 		$65.4K Buy
284
+132
+87% +$32.8K 0.01% 598
2022
Q3 		$51K Sell
152
-24
-14% -$9.66K 0.01% 637
2022
Q2 		$70K Sell
176
-3
-2% -$1.41K 0.01% 550
2022
Q1 		$100K Sell
179
-9
-5% -$5.46K 0.02% 467
2021
Q4 		$128K Sell
188
-1
-0.5% -$704 0.02% 430
2021
Q3 		$122K Sell
189
-40
-17% -$23.2K 0.03% 234
2021
Q2 		$127K Buy
229
+5
+2% +$2.77K 0.03% 243
2021
Q1 		$111K Buy
224
+43
+24% +$21.1K 0.03% 256
2020
Q4 		$70K Buy
181
+2
+1% +$648 0.02% 314
2020
Q3 		$43K Sell
179
-3
-2% -$706 0.01% 396
2020
Q2 		$39K Sell
182
-22
-11% -$4.24K 0.01% 425
2020
Q1 		$31K Buy
204
+89
+77% +$19.6K 0.01% 426
2019
Q4 		$29K Hold
115
– – 0.01% 620
2019
Q3 		$24K Hold
115
– – 0.01% 650
2019
Q2 		$25K Sell
115
-4
-3% -$925 0.01% 624
2019
Q1 		$26K Hold
119
– – 0.01% 619
2018
Q4 		$22K Buy
+119
New +$29.1K 0.01% 588

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

Lindbrook Capital's SIVB Position: Q1 2023 in Review

Lindbrook Capital sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 284 shares — an estimated $65.4K sold.

Lindbrook Capital first reported a position in SIVB in Q4 2018 and held it in 17 quarters. The position peaked at $128K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Lindbrook Capital reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Lindbrook Capital sold 284 SVB Financial Group shares in Q1 2023, an estimated $65.4K.
  • Lindbrook Capital first reported a position in SVB Financial Group in Q4 2018 and held it in 17 quarters.
  • Lindbrook Capital's SVB Financial Group position peaked at $128K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.