PGFC
SIVB

Peapack-Gladstone Financial Corp’s SVB Financial Group SIVB Stock Holding History

Peapack-Gladstone Financial Corp’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 		– Sell
-11,164
Closed -$6.25M – 708
2022
Q1 		$6.25M Buy
11,164
+142
+1% +$86.2K 0.12% 167
2021
Q4 		$7.48M Buy
11,022
+568
+5% +$400K 0.14% 152
2021
Q3 		$6.76M Buy
10,454
+1,421
+16% +$824K 0.14% 156
2021
Q2 		$5.03M Buy
9,033
+1,558
+21% +$864K 0.12% 163
2021
Q1 		$3.69M Buy
7,475
+100
+1% +$49.2K 0.1% 179
2020
Q4 		$2.86M Buy
7,375
+15
+0.2% +$4.86K 0.09% 177
2020
Q3 		$1.77M Sell
7,360
-605
-8% -$142K 0.06% 187
2020
Q2 		$1.72M Buy
7,965
+264
+3% +$50.8K 0.07% 177
2020
Q1 		$1.16M Sell
7,701
-630
-8% -$139K 0.05% 197
2019
Q4 		$2.09M Sell
8,331
-35
-0.4% -$7.96K 0.08% 153
2019
Q3 		$1.75M Buy
8,366
+41
+0.5% +$8.59K 0.08% 164
2019
Q2 		$1.87M Buy
8,325
+910
+12% +$210K 0.08% 163
2019
Q1 		$1.65M Buy
+7,415
New +$1.73M 0.07% 157

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 $23.8B AUM 34.25% 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

Peapack-Gladstone Financial Corp's SIVB Position: Q2 2022 in Review

Peapack-Gladstone Financial Corp sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 11,164 shares — an estimated $6.25M sold.

Peapack-Gladstone Financial Corp first reported a position in SIVB in Q1 2019 and held it in 13 quarters. The position peaked at $7.48M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Peapack-Gladstone Financial Corp reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 11,164 SVB Financial Group shares in Q2 2022, an estimated $6.25M.
  • Peapack-Gladstone Financial Corp first reported a position in SVB Financial Group in Q1 2019 and held it in 13 quarters.
  • Peapack-Gladstone Financial Corp's SVB Financial Group position peaked at $7.48M in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2022, filed 12 Aug 2022.