Northwestern Mutual Wealth Management’s SVB Financial Group SIVB Stock Holding History

Northwestern Mutual Wealth Management’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	-5,912	Closed	-$1.36M	–	3669
2022 Q4	$1.36M	Sell	5,912 -197	-3%	-$48.9K	﹤0.01%	780
2022 Q3	$2.05M	Buy	6,109 +2,811	+85%	+$1.13M	﹤0.01%	623
2022 Q2	$1.3M	Buy	3,298 +197	+6%	+$92.8K	﹤0.01%	743
2022 Q1	$1.74M	Sell	3,101 -172	-5%	-$104K	﹤0.01%	673
2021 Q4	$2.22M	Buy	3,273 +1,163	+55%	+$819K	﹤0.01%	592
2021 Q3	$1.36M	Buy	2,110 +56	+3%	+$32.5K	﹤0.01%	670
2021 Q2	$1.14M	Buy	2,054 +162	+9%	+$89.9K	﹤0.01%	718
2021 Q1	$934K	Buy	1,892 +298	+19%	+$147K	﹤0.01%	727
2020 Q4	$618K	Sell	1,594 -420	-21%	-$136K	﹤0.01%	775
2020 Q3	$485K	Sell	2,014 -849	-30%	-$200K	﹤0.01%	758
2020 Q2	$617K	Sell	2,863 -136	-5%	-$26.2K	﹤0.01%	647
2020 Q1	$453K	Buy	2,999 +1,868	+165%	+$411K	﹤0.01%	657
2019 Q4	$284K	Buy	1,131 +18	+2%	+$4.09K	﹤0.01%	834
2019 Q3	$233K	Sell	1,113 -70	-6%	-$14.7K	﹤0.01%	840
2019 Q2	$266K	Buy	1,183 +28	+2%	+$6.47K	﹤0.01%	805
2019 Q1	$257K	Buy	1,155 +62	+6%	+$14.4K	﹤0.01%	788
2018 Q4	$208K	Buy	1,093 +429	+65%	+$105K	﹤0.01%	788
2018 Q3	$206K	Sell	664 -465	-41%	-$147K	﹤0.01%	800
2018 Q2	$326K	Buy	1,129 +927	+459%	+$272K	﹤0.01%	637
2018 Q1	$48K	Sell	202 -2	-1%	-$502	﹤0.01%	1222
2017 Q4	$48K	Sell	204 -95	-32%	-$20.2K	﹤0.01%	1175
2017 Q3	$56K	Buy	299 +79	+36%	+$13.9K	﹤0.01%	1080
2017 Q2	$39K	Sell	220 -134	-38%	-$24K	﹤0.01%	1176
2017 Q1	$66K	Buy	354 +139	+65%	+$25.3K	﹤0.01%	952
2016 Q4	$37K	Buy	+215	New	+$30.8K	﹤0.01%	1130
2016 Q3	–	Sell	-329	Closed	-$31K	–	2015
2016 Q2	$31K	Buy	329 +106	+48%	+$10.8K	﹤0.01%	1036
2016 Q1	$22K	Buy	223 +23	+12%	+$2.23K	﹤0.01%	1164
2015 Q4	$24K	Hold	200	–	–	﹤0.01%	964
2015 Q3	$23K	Hold	200	–	–	﹤0.01%	893
2015 Q2	$29K	Sell	200 -10	-5%	-$1.35K	﹤0.01%	797
2015 Q1	$27K	Buy	210 +153	+268%	+$18.3K	﹤0.01%	800
2014 Q4	$7K	Buy	+57	New	+$6.22K	﹤0.01%	1219
2014 Q1	–	Sell	-59	Closed	-$6K	–	1595
2013 Q4	$6K	Buy	+59	New	+$5.77K	﹤0.01%	1040
2013 Q3	–	Sell	-16	Closed	-$1K	–	1597
2013 Q2	$1K	Buy	+16	New	+$1.17K	﹤0.01%	1228

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 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

Northwestern Mutual Wealth Management's SIVB Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5,912 shares — an estimated $1.36M sold.

Northwestern Mutual Wealth Management first reported a position in SIVB in Q2 2013 and held it in 34 quarters. The position peaked at $2.22M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Northwestern Mutual Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 5,912 SVB Financial Group shares in Q1 2023, an estimated $1.36M.
Northwestern Mutual Wealth Management first reported a position in SVB Financial Group in Q2 2013 and held it in 34 quarters.
Northwestern Mutual Wealth Management's SVB Financial Group position peaked at $2.22M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.