Private Capital Group’s SVB Financial Group SIVB Stock Holding History

Private Capital 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
2022 Q2	$12K	Sell	29 -63	-68%	-$29.7K	0.01%	1007
2022 Q1	$52K	Buy	92 +3	+3%	+$1.82K	0.01%	635
2021 Q4	$60K	Sell	89 -6	-6%	-$4.23K	0.01%	610
2021 Q3	$62K	Sell	95 -94	-50%	-$54.5K	0.01%	585
2021 Q2	$105K	Sell	189 -2	-1%	-$1.11K	0.02%	401
2021 Q1	$94K	Sell	191 -107	-36%	-$52.6K	0.02%	407
2020 Q4	$116K	Sell	298 -41	-12%	-$13.3K	0.02%	457
2020 Q3	$82K	Sell	339 -14	-4%	-$3.29K	0.02%	516
2020 Q2	$76K	Sell	353 -10	-3%	-$1.93K	0.02%	542
2020 Q1	$55K	Buy	363 +49	+16%	+$10.8K	0.01%	603
2019 Q4	$78K	Sell	314 -105	-25%	-$23.9K	0.02%	525
2019 Q3	$88K	Sell	419 -261	-38%	-$54.7K	0.02%	527
2019 Q2	$196K	Buy	680 +266	+64%	+$61.5K	0.04%	229
2019 Q1	$92K	Sell	414 -52	-11%	-$12.1K	0.02%	502
2018 Q4	$89K	Sell	466 -10	-2%	-$2.44K	0.02%	424
2018 Q3	$147K	Sell	476 -227	-32%	-$71.6K	0.03%	321
2018 Q2	$202K	Sell	703 -32	-4%	-$9.4K	0.04%	239
2018 Q1	$176K	Sell	735 -265	-27%	-$66.5K	0.04%	266
2017 Q4	$174K	Buy	+1,000	New	+$213K	0.04%	254

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's SIVB Position: Q2 2022 in Review

Private Capital Group reduced its SVB Financial Group (SIVB) stake by 68% in Q2 2022, selling an estimated $29.7K and leaving 29 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1007.

Private Capital Group first reported a position in SIVB in Q4 2017 and has held it in 19 quarters since. The position peaked at $202K in Q2 2018. 748 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Private Capital Group held 29 shares of SVB Financial Group worth $12K as of Q2 2022.
Private Capital Group sold 63 SVB Financial Group shares in Q2 2022, an estimated $29.7K.
SVB Financial Group made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #1007 holding.
Private Capital Group first reported a position in SVB Financial Group in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's SVB Financial Group position peaked at $202K in Q2 2018.
748 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.