PFO
SIVB

Pathstone Family Office’s SVB Financial Group SIVB Stock Holding History

Pathstone Family Office’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
-7,902
Closed -$1.69M – 1570
2022
Q4 		$1.69M Buy
7,902
+389
+5% +$96.6K 0.01% 559
2022
Q3 		$2.52M Buy
7,513
+4,413
+142% +$1.78M 0.02% 364
2022
Q2 		$1.22M Buy
3,100
+164
+6% +$77.3K 0.03% 301
2022
Q1 		$1.64M Sell
2,936
-127
-4% -$77.1K 0.04% 208
2021
Q4 		$2.08M Buy
3,063
+392
+15% +$276K 0.05% 187
2021
Q3 		$1.73M Sell
2,671
-141
-5% -$81.8K 0.05% 187
2021
Q2 		$1.56M Buy
2,812
+922
+49% +$511K 0.05% 187
2021
Q1 		$933K Buy
1,890
+1,859
+5,997% +$914K 0.03% 215
2020
Q4 		$12K Buy
+31
New +$10K ﹤0.01% 856
2019
Q4 		– Sell
-78
Closed -$16K – 686
2019
Q3 		$16K Buy
+78
New +$16.3K ﹤0.01% 432
2019
Q2 		– Sell
-15
Closed -$3K – 992
2019
Q1 		$3K Buy
+15
New +$3.49K ﹤0.01% 739
2018
Q2 		– Sell
-2
Closed – – 376
2018
Q1 		$0 Buy
+2
New +$502 ﹤0.01% 393

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
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

Pathstone Family Office's SIVB Position: Q1 2023 in Review

Pathstone Family Office sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 7,902 shares — an estimated $1.69M sold.

Pathstone Family Office first reported a position in SIVB in Q1 2018 and held it in 12 quarters. The position peaked at $2.52M in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Pathstone Family Office reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 7,902 SVB Financial Group shares in Q1 2023, an estimated $1.69M.
  • Pathstone Family Office first reported a position in SVB Financial Group in Q1 2018 and held it in 12 quarters.
  • Pathstone Family Office's SVB Financial Group position peaked at $2.52M in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.