NEI
SIVB

Northwest & Ethical Investments’s SVB Financial Group SIVB Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-1,967
Closed -$1.27M – 458
2021
Q3 		$1.27M Sell
1,967
-113
-5% -$65.5K 0.04% 266
2021
Q2 		$1.16M Buy
+2,080
New +$1.15M 0.04% 289
2019
Q4 		– Sell
-4,604
Closed -$962K – 393
2019
Q3 		$962K Buy
+4,604
New +$965K 0.05% 317

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

Northwest & Ethical Investments's SIVB Position: Q4 2021 in Review

Northwest & Ethical Investments sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 1,967 shares — an estimated $1.27M sold.

Northwest & Ethical Investments first reported a position in SIVB in Q3 2019 and held it in 3 quarters. The position peaked at $1.27M in Q3 2021. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Northwest & Ethical Investments reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,967 SVB Financial Group shares in Q4 2021, an estimated $1.27M.
  • Northwest & Ethical Investments first reported a position in SVB Financial Group in Q3 2019 and held it in 3 quarters.
  • Northwest & Ethical Investments's SVB Financial Group position peaked at $1.27M in Q3 2021.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Northwest & Ethical Investments's 13F filing for Q4 2021, filed 9 Jul 2025.