PTC
SIVB

Private Trust Company’s SVB Financial Group SIVB Stock Holding History

Private Trust Company’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
Q2 		– Sell
-56
Closed -$51 – 2399
2023
Q1 		$51 Sell
56
-63
-53% -$17.7K ﹤0.01% 2264
2022
Q4 		$27K Buy
119
+13
+12% +$3.23K ﹤0.01% 1188
2022
Q3 		$36K Buy
106
+55
+108% +$22.1K 0.01% 1007
2022
Q2 		$20K Buy
+51
New +$24K ﹤0.01% 1245
2014
Q4 		– Sell
-59
Closed -$7K – 1728
2014
Q3 		$7K Hold
59
– – ﹤0.01% 1228
2014
Q2 		$7K Sell
59
-36
-38% -$4.01K ﹤0.01% 1211
2014
Q1 		$12K Buy
95
+4
+4% +$467 ﹤0.01% 921
2013
Q4 		$10K Hold
91
– – ﹤0.01% 965
2013
Q3 		$8K Buy
91
+41
+82% +$3.54K ﹤0.01% 1014
2013
Q2 		$4K Buy
+50
New +$3.66K ﹤0.01% 1178

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Private Trust Company's SIVB Position: Q2 2023 in Review

Private Trust Company sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 56 shares — an estimated $51 sold.

Private Trust Company first reported a position in SIVB in Q2 2013 and held it in 10 quarters. The position peaked at $36K in Q3 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Private Trust Company reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Private Trust Company sold 56 SVB Financial Group shares in Q2 2023, an estimated $51.
  • Private Trust Company first reported a position in SVB Financial Group in Q2 2013 and held it in 10 quarters.
  • Private Trust Company's SVB Financial Group position peaked at $36K in Q3 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Private Trust Company's 13F filing for Q2 2023, filed 28 Jul 2023.