MML Investors Services
SIVB

MML Investors Services’s SVB Financial Group SIVB Stock Holding History

MML Investors Services’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
-1,774
Closed -$408K – 2273
2022
Q4 		$408K Sell
1,774
-357
-17% -$88.7K ﹤0.01% 1606
2022
Q3 		$716K Sell
2,131
-252
-11% -$101K 0.01% 1235
2022
Q2 		$941K Sell
2,383
-567
-19% -$267K 0.01% 1072
2022
Q1 		$1.65M Buy
2,950
+586
+25% +$356K 0.01% 875
2021
Q4 		$1.6M Buy
2,364
+1,136
+93% +$800K 0.01% 851
2021
Q3 		$794K Buy
1,228
+185
+18% +$107K 0.01% 1130
2021
Q2 		$580K Sell
1,043
-19
-2% -$10.5K ﹤0.01% 1253
2021
Q1 		$524K Buy
+1,062
New +$522K 0.01% 1247
2019
Q1 		– Sell
-1,646
Closed -$313K – 1650
2018
Q4 		$313K Sell
1,646
-23
-1% -$5.62K 0.01% 1150
2018
Q3 		$519K Buy
1,669
+109
+7% +$34.4K 0.01% 983
2018
Q2 		$450K Buy
1,560
+291
+23% +$85.5K 0.01% 889
2018
Q1 		$305K Buy
1,269
+213
+20% +$53.5K 0.01% 1061
2017
Q4 		$247K Buy
+1,056
New +$225K ﹤0.01% 1194

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

MML Investors Services's SIVB Position: Q1 2023 in Review

MML Investors Services sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,774 shares — an estimated $408K sold.

MML Investors Services first reported a position in SIVB in Q4 2017 and held it in 13 quarters. The position peaked at $1.65M in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • MML Investors Services reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • MML Investors Services sold 1,774 SVB Financial Group shares in Q1 2023, an estimated $408K.
  • MML Investors Services first reported a position in SVB Financial Group in Q4 2017 and held it in 13 quarters.
  • MML Investors Services's SVB Financial Group position peaked at $1.65M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on MML Investors Services's 13F filing for Q1 2023, filed 12 May 2023.