Principal Financial Group’s SVB Financial Group SIVB Stock Holding History

Principal Financial Group’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	-73,330	Closed	-$16.9M	–	2537
2022 Q4	$16.9M	Sell	73,330 -5,845	-7%	-$1.45M	0.01%	931
2022 Q3	$26.6M	Buy	79,175 +1,967	+3%	+$792K	0.02%	605
2022 Q2	$30.5M	Sell	77,208 -19,681	-20%	-$9.27M	0.02%	577
2022 Q1	$54.2M	Sell	96,889 -54,248	-36%	-$32.9M	0.03%	426
2021 Q4	$103M	Sell	151,137 -4,034	-3%	-$2.84M	0.06%	262
2021 Q3	$100M	Sell	155,171 -752	-0.5%	-$436K	0.07%	254
2021 Q2	$86.8M	Sell	155,923 -32,535	-17%	-$18M	0.06%	285
2021 Q1	$93M	Buy	188,458 +113,437	+151%	+$55.8M	0.07%	267
2020 Q4	$29.1M	Sell	75,021 -2,602	-3%	-$843K	0.02%	578
2020 Q3	$18.7M	Sell	77,623 -760	-1%	-$179K	0.02%	699
2020 Q2	$16.9M	Buy	78,383 +2,719	+4%	+$524K	0.01%	741
2020 Q1	$11.4M	Sell	75,664 -1,026	-1%	-$226K	0.01%	831
2019 Q4	$19.3M	Sell	76,690 -127	-0.2%	-$28.9K	0.02%	829
2019 Q3	$16.1M	Sell	76,817 -1,123	-1%	-$235K	0.01%	930
2019 Q2	$17.5M	Sell	77,940 -3,481	-4%	-$805K	0.02%	861
2019 Q1	$18.1M	Sell	81,421 -820	-1%	-$191K	0.02%	851
2018 Q4	$15.6M	Sell	82,241 -1,831	-2%	-$448K	0.02%	871
2018 Q3	$26.1M	Buy	84,072 +1,624	+2%	+$512K	0.02%	684
2018 Q2	$23.8M	Buy	82,448 +699	+0.9%	+$205K	0.02%	709
2018 Q1	$19.6M	Sell	81,749 -143,597	-64%	-$36M	0.02%	793
2017 Q4	$52.7M	Buy	225,346 +1,334	+0.6%	+$284K	0.05%	410
2017 Q3	$41.9M	Buy	224,012 +741	+0.3%	+$130K	0.04%	453
2017 Q2	$39.2M	Buy	223,271 +14,145	+7%	+$2.53M	0.04%	480
2017 Q1	$38.9M	Buy	209,126 +2,145	+1%	+$390K	0.05%	415
2016 Q4	$35.5M	Buy	206,981 +5,891	+3%	+$845K	0.05%	420
2016 Q3	$22.2M	Buy	201,090 +14,497	+8%	+$1.51M	0.03%	593
2016 Q2	$17.8M	Buy	186,593 +16,980	+10%	+$1.74M	0.02%	694
2016 Q1	$17.3M	Buy	169,613 +7,539	+5%	+$729K	0.03%	654
2015 Q4	$19.3M	Buy	162,074 +1,032	+0.6%	+$128K	0.03%	586
2015 Q3	$18.6M	Buy	161,042 +8,412	+6%	+$1.13M	0.03%	577
2015 Q2	$22M	Buy	152,630 +8,110	+6%	+$1.1M	0.03%	540
2015 Q1	$18.4M	Buy	144,520 +6,608	+5%	+$790K	0.03%	581
2014 Q4	$16M	Sell	137,912 -51,415	-27%	-$5.61M	0.02%	647
2014 Q3	$21.2M	Buy	189,327 +10,146	+6%	+$1.13M	0.04%	477
2014 Q2	$20.9M	Buy	179,181 +10,334	+6%	+$1.15M	0.04%	500
2014 Q1	$21.7M	Buy	168,847 +61,149	+57%	+$7.14M	0.04%	465
2013 Q4	$11.3M	Sell	107,698 -1,491	-1%	-$146K	0.02%	799
2013 Q3	$9.43M	Buy	109,189 +12,619	+13%	+$1.09M	0.02%	842
2013 Q2	$8.05M	Buy	+96,570	New	+$7.06M	0.02%	886