NFG
SIVB

Next Financial Group’s SVB Financial Group SIVB Stock Holding History

Next Financial Group’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
2021
Q4 		$111K Sell
164
-16
-9% -$11.3K 0.01% 1111
2021
Q3 		$116K Buy
180
+18
+11% +$10.4K 0.01% 1047
2021
Q2 		$90K Sell
162
-32
-16% -$17.8K 0.01% 1170
2021
Q1 		$96K Buy
194
+1
+0.5% +$492 0.01% 1048
2020
Q4 		$75K Buy
193
+43
+29% +$13.9K 0.01% 1065
2020
Q3 		$36K Buy
+150
New +$35.3K ﹤0.01% 1205
2020
Q2 		– Sell
-145
Closed -$22K – 2152
2020
Q1 		$22K Hold
145
– – ﹤0.01% 1246
2019
Q4 		$36K Hold
145
– – ﹤0.01% 1328
2019
Q3 		$30K Hold
145
– – ﹤0.01% 1310
2019
Q2 		$33K Buy
+145
New +$33.5K ﹤0.01% 1305
2019
Q1 		– Sell
-53
Closed -$10K – 2299
2018
Q4 		$10K Buy
+53
New +$13K ﹤0.01% 1358
2017
Q4 		– Sell
-1,348
Closed -$248K – 1750
2017
Q3 		$248K Sell
1,348
-179
-12% -$31.5K 0.07% 269
2017
Q2 		$268K Hold
1,527
– – 0.07% 290
2017
Q1 		$269K Sell
1,527
-2,196
-59% -$399K 0.07% 259
2016
Q4 		$639K Buy
3,723
+459
+14% +$65.8K 0.11% 208
2016
Q3 		$361K Buy
3,264
+86
+3% +$8.95K 0.07% 314
2016
Q2 		$302K Hold
3,178
– – 0.1% 215
2016
Q1 		$324K Hold
3,178
– – 0.11% 182
2015
Q4 		$377K Hold
3,178
– – 0.14% 154
2015
Q3 		$367K Hold
3,178
– – 0.13% 167
2015
Q2 		$457K Sell
3,178
-240
-7% -$32.4K 0.16% 145
2015
Q1 		$434K Hold
3,418
– – 0.14% 158
2014
Q4 		$397K Hold
3,418
– – 0.13% 172
2014
Q3 		$383K Buy
+3,418
New +$379K 0.08% 297

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Next Financial Group's SIVB Position: Q4 2021 in Review

Next Financial Group reduced its SVB Financial Group (SIVB) stake by 8.9% in Q4 2021, selling an estimated $11.3K and leaving 164 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #1111.

Next Financial Group first reported a position in SIVB in Q3 2014 and has held it in 24 quarters since. The position peaked at $639K in Q4 2016. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Next Financial Group held 164 shares of SVB Financial Group worth $111K as of Q4 2021.
  • Next Financial Group sold 16 SVB Financial Group shares in Q4 2021, an estimated $11.3K.
  • SVB Financial Group made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1111 holding.
  • Next Financial Group first reported a position in SVB Financial Group in Q3 2014 and has held it in 24 quarters since.
  • Next Financial Group's SVB Financial Group position peaked at $639K in Q4 2016.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.