MNBTD
SIVB

Moody National Bank Trust Division’s SVB Financial Group SIVB Stock Holding History

Moody National Bank Trust Division’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
2022
Q3 		– Sell
-574
Closed -$227K – 599
2022
Q2 		$227K Buy
+574
New +$270K 0.02% 473

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody National Bank Trust Division's SIVB Position: Q3 2022 in Review

Moody National Bank Trust Division sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 574 shares — an estimated $227K sold.

Moody National Bank Trust Division first reported a position in SIVB in Q2 2022 and held it in 1 quarter. The position peaked at $227K in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Moody National Bank Trust Division reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Moody National Bank Trust Division sold 574 SVB Financial Group shares in Q3 2022, an estimated $227K.
  • Moody National Bank Trust Division first reported a position in SVB Financial Group in Q2 2022 and held it in 1 quarter.
  • Moody National Bank Trust Division's SVB Financial Group position peaked at $227K in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Moody National Bank Trust Division's 13F filing for Q3 2022, filed 5 Oct 2022.