LPL Financial
SIVB

LPL Financial’s SVB Financial Group SIVB Stock Holding History

LPL Financial’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
-28,070
Closed -$6.46M – 4678
2022
Q4 		$6.46M Buy
28,070
+736
+3% +$183K 0.01% 1296
2022
Q3 		$9.18M Sell
27,334
-6,444
-19% -$2.59M 0.01% 1008
2022
Q2 		$13.3M Sell
33,778
-1,776
-5% -$837K 0.01% 822
2022
Q1 		$19.9M Buy
35,554
+1,746
+5% +$1.06M 0.02% 675
2021
Q4 		$22.9M Buy
33,808
+5,597
+20% +$3.94M 0.02% 628
2021
Q3 		$18.2M Buy
28,211
+2,729
+11% +$1.58M 0.02% 662
2021
Q2 		$14.2M Sell
25,482
-4,160
-14% -$2.31M 0.01% 735
2021
Q1 		$14.6M Buy
29,642
+12,028
+68% +$5.92M 0.02% 659
2020
Q4 		$6.83M Buy
17,614
+16,350
+1,294% +$5.3M 0.01% 943
2020
Q3 		$304K Sell
1,264
-12
-0.9% -$2.82K ﹤0.01% 2900
2020
Q2 		$275K Sell
1,276
-3,974
-76% -$765K ﹤0.01% 2902
2020
Q1 		$793K Buy
5,250
+3,273
+166% +$720K ﹤0.01% 1775
2019
Q4 		$496K Sell
1,977
-852
-30% -$194K ﹤0.01% 2380
2019
Q3 		$591K Sell
2,829
-1,848
-40% -$387K ﹤0.01% 2136
2019
Q2 		$1.05M Buy
4,677
+586
+14% +$136K ﹤0.01% 1694
2019
Q1 		$910K Sell
4,091
-639
-14% -$149K ﹤0.01% 1714
2018
Q4 		$898K Buy
4,730
+1,212
+34% +$296K ﹤0.01% 1616
2018
Q3 		$1.09M Buy
3,518
+625
+22% +$197K ﹤0.01% 1612
2018
Q2 		$835K Sell
2,893
-390
-12% -$115K ﹤0.01% 1749
2018
Q1 		$788K Sell
3,283
-130
-4% -$32.6K ﹤0.01% 1788
2017
Q4 		$798K Sell
3,413
-212
-6% -$45.2K ﹤0.01% 1702
2017
Q3 		$678K Sell
3,625
-830
-19% -$146K ﹤0.01% 1711
2017
Q2 		$783K Buy
4,455
+790
+22% +$142K ﹤0.01% 1547
2017
Q1 		$674K Buy
3,665
+261
+8% +$47.5K ﹤0.01% 1545
2016
Q4 		$586K Sell
3,404
-2,626
-44% -$376K ﹤0.01% 1608
2016
Q3 		$679K Buy
6,030
+1,756
+41% +$183K 0.01% 1479
2016
Q2 		$387K Buy
4,274
+1,888
+79% +$193K ﹤0.01% 1881
2016
Q1 		$238K Sell
2,386
-1,304
-35% -$126K ﹤0.01% 2683
2015
Q4 		$430K Buy
3,690
+1,820
+97% +$226K ﹤0.01% 2294
2015
Q3 		$216K Sell
1,870
-588
-24% -$78.8K ﹤0.01% 2462
2015
Q2 		$352K Hold
2,458
– – ﹤0.01% 2178
2015
Q1 		$307K Hold
2,458
– – ﹤0.01% 2233
2014
Q4 		$285K Sell
2,458
-224
-8% -$24.4K ﹤0.01% 2212
2014
Q3 		$294K Sell
2,682
-173
-6% -$19.2K ﹤0.01% 2190
2014
Q2 		$333K Sell
2,855
-882
-24% -$98.3K ﹤0.01% 2117
2014
Q1 		$481K Sell
3,737
-84
-2% -$9.81K ﹤0.01% 1772
2013
Q4 		$401K Buy
3,821
+1,592
+71% +$156K ﹤0.01% 1895
2013
Q3 		$210K Sell
2,229
-729
-25% -$63K ﹤0.01% 2285
2013
Q2 		$246K Buy
+2,958
New +$216K ﹤0.01% 2053

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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

LPL Financial's SIVB Position: Q1 2023 in Review

LPL Financial sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 28,070 shares — an estimated $6.46M sold.

LPL Financial first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $22.9M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • LPL Financial reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 28,070 SVB Financial Group shares in Q1 2023, an estimated $6.46M.
  • LPL Financial first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • LPL Financial's SVB Financial Group position peaked at $22.9M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.