PP
SIVB

Paloma Partners’s SVB Financial Group SIVB Stock Holding History

Paloma Partners’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
-5,800
Closed -$2.29M – 1427
2022
Q2 		$2.29M Buy
+5,800
New +$2.73M 0.08% 240
2021
Q3 		– Sell
-800
Closed -$445K – 2176
2021
Q2 		$445K Hold
800
– – 0.01% 1072
2021
Q1 		$395K Buy
+800
New +$393K 0.01% 1295

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 $1.25B AUM 41.83% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
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
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
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

Paloma Partners's SIVB Position: Q1 2023 in Review

Paloma Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,002 shares — an estimated $231K sold.

Paloma Partners first reported a position in SIVB in Q2 2013 and held it in 23 quarters. The position peaked at $4.49M in Q2 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Paloma Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Paloma Partners sold 1,002 SVB Financial Group shares in Q1 2023, an estimated $231K.
  • Paloma Partners first reported a position in SVB Financial Group in Q2 2013 and held it in 23 quarters.
  • Paloma Partners's SVB Financial Group position peaked at $4.49M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Paloma Partners's 13F filing for Q1 2023, filed 15 May 2023.