Mechanics Bank - Trust Department’s SVB Financial Group SIVB Stock Holding History

Mechanics Bank - Trust Department’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	-1,547	Closed	-$356K	–	174
2022 Q4	$356K	Sell	1,547 -69	-4%	-$17.1K	0.06%	146
2022 Q3	$543K	Buy	1,616 +79	+5%	+$31.8K	0.1%	130
2022 Q2	$607K	Buy	1,537 +165	+12%	+$77.7K	0.11%	125
2022 Q1	$768K	Buy	1,372 +927	+208%	+$563K	0.12%	122
2021 Q4	$302K	Buy	+445	New	+$313K	0.04%	160
2019 Q4	–	Sell	-170	Closed	-$35K	–	225
2019 Q3	$35K	Buy	+170	New	+$35.6K	0.01%	198

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 $1.25B AUM 41.83% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Mechanics Bank - Trust Department's SIVB Position: Q1 2023 in Review

Mechanics Bank - Trust Department sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,547 shares — an estimated $356K sold.

Mechanics Bank - Trust Department first reported a position in SIVB in Q3 2019 and held it in 6 quarters. The position peaked at $768K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Mechanics Bank - Trust Department reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Mechanics Bank - Trust Department sold 1,547 SVB Financial Group shares in Q1 2023, an estimated $356K.
Mechanics Bank - Trust Department first reported a position in SVB Financial Group in Q3 2019 and held it in 6 quarters.
Mechanics Bank - Trust Department's SVB Financial Group position peaked at $768K in Q1 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Mechanics Bank - Trust Department's 13F filing for Q1 2023, filed 11 Apr 2023.