NF
SIVB

NTB Financial’s SVB Financial Group SIVB Stock Holding History

NTB Financial’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
Q2 		$219K Hold
555
– – 0.18% 130
2022
Q1 		$310K Hold
555
– – 0.22% 107
2021
Q4 		$376K Buy
+555
New +$391K 0.26% 91

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NTB Financial's SIVB Position: Q2 2022 in Review

NTB Financial held its SVB Financial Group (SIVB) position steady in Q2 2022 at 555 shares worth $219K. The position accounts for 0.18% of the portfolio, ranked #130.

NTB Financial first reported a position in SIVB in Q4 2021 and has held it in 3 quarters since. The position peaked at $376K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • NTB Financial held 555 shares of SVB Financial Group worth $219K as of Q2 2022.
  • NTB Financial left its SVB Financial Group share count unchanged in Q2 2022.
  • SVB Financial Group made up 0.18% of NTB Financial's portfolio in Q2 2022, its #130 holding.
  • NTB Financial first reported a position in SVB Financial Group in Q4 2021 and has held it in 3 quarters since.
  • NTB Financial's SVB Financial Group position peaked at $376K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on NTB Financial's 13F filing for Q2 2022, filed 9 Aug 2022.