PA
SIVB

Profund Advisors’s SVB Financial Group SIVB Stock Holding History

Profund Advisors’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
-1,126
Closed -$259K – 1191
2022
Q4 		$259K Buy
1,126
+35
+3% +$8.69K 0.02% 741
2022
Q3 		$366K Sell
1,091
-14
-1% -$5.63K 0.03% 491
2022
Q2 		$436K Sell
1,105
-461
-29% -$217K 0.03% 472
2022
Q1 		$876K Sell
1,566
-245
-14% -$149K 0.04% 356
2021
Q4 		$1.23M Buy
1,811
+32
+2% +$22.5K 0.04% 283
2021
Q3 		$1.15M Sell
1,779
-3,217
-64% -$1.87M 0.04% 313
2021
Q2 		$2.78M Buy
4,996
+3,015
+152% +$1.67M 0.09% 179
2021
Q1 		$978K Sell
1,981
-175
-8% -$86.1K 0.04% 319
2020
Q4 		$836K Buy
2,156
+923
+75% +$299K 0.04% 358
2020
Q3 		$297K Sell
1,233
-4
-0.3% -$941 0.02% 676
2020
Q2 		$267K Buy
+1,237
New +$238K 0.01% 659
2020
Q1 		– Sell
-2,166
Closed -$544K – 1258
2019
Q4 		$544K Sell
2,166
-34
-2% -$7.73K 0.02% 568
2019
Q3 		$460K Buy
2,200
+401
+22% +$84K 0.02% 627
2019
Q2 		$404K Buy
1,799
+323
+22% +$74.7K 0.02% 759
2019
Q1 		$328K Buy
1,476
+66
+5% +$15.4K 0.02% 881
2018
Q4 		$268K Sell
1,410
-455
-24% -$111K 0.02% 837
2018
Q3 		$580K Sell
1,865
-143
-7% -$45.1K 0.02% 688
2018
Q2 		$580K Sell
2,008
-1,305
-39% -$383K 0.02% 683
2018
Q1 		$795K Sell
3,313
-4,839
-59% -$1.21M 0.03% 531
2017
Q4 		$1.91M Buy
8,152
+1,590
+24% +$339K 0.07% 248
2017
Q3 		$1.23M Buy
6,562
+200
+3% +$35.2K 0.05% 346
2017
Q2 		$1.12M Sell
6,362
-3,606
-36% -$646K 0.05% 342
2017
Q1 		$1.85M Sell
9,968
-354
-3% -$64.4K 0.08% 214
2016
Q4 		$1.77M Buy
10,322
+2,561
+33% +$367K 0.08% 204
2016
Q3 		$858K Buy
7,761
+1,189
+18% +$124K 0.04% 457
2016
Q2 		$625K Buy
6,572
+453
+7% +$46.3K 0.03% 644
2016
Q1 		$624K Sell
6,119
-2,448
-29% -$237K 0.03% 589
2015
Q4 		$1.02M Buy
8,567
+3,710
+76% +$460K 0.05% 352
2015
Q3 		$561K Sell
4,857
-2,775
-36% -$372K 0.03% 491
2015
Q2 		$1.1M Sell
7,632
-517
-6% -$69.9K 0.05% 367
2015
Q1 		$1.03M Buy
8,149
+1,023
+14% +$122K 0.04% 475
2014
Q4 		$827K Buy
7,126
+1,179
+20% +$129K 0.03% 536
2014
Q3 		$667K Sell
5,947
-1,792
-23% -$199K 0.03% 549
2014
Q2 		$903K Sell
7,739
-1,590
-17% -$177K 0.04% 540
2014
Q1 		$1.2M Buy
9,329
+288
+3% +$33.7K 0.05% 376
2013
Q4 		$948K Buy
9,041
+449
+5% +$43.9K 0.04% 553
2013
Q3 		$742K Buy
8,592
+2,047
+31% +$177K 0.04% 650
2013
Q2 		$545K Buy
+6,545
New +$479K 0.04% 574

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 $1.52B AUM 21.38% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Profund Advisors's SIVB Position: Q1 2023 in Review

Profund Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,126 shares — an estimated $259K sold.

Profund Advisors first reported a position in SIVB in Q2 2013 and held it in 38 quarters. The position peaked at $2.78M in Q2 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Profund Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Profund Advisors sold 1,126 SVB Financial Group shares in Q1 2023, an estimated $259K.
  • Profund Advisors first reported a position in SVB Financial Group in Q2 2013 and held it in 38 quarters.
  • Profund Advisors's SVB Financial Group position peaked at $2.78M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Profund Advisors's 13F filing for Q1 2023, filed 12 May 2023.