PMA
SIVB

Prudent Man Advisors’s SVB Financial Group SIVB Stock Holding History

Prudent Man 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
-1,150
Closed -$265K – 218
2022
Q4 		$265K Buy
1,150
+318
+38% +$79K 0.11% 156
2022
Q3 		$279K Sell
832
-1
-0.1% -$403 0.13% 130
2022
Q2 		$329K Buy
833
+2
+0.2% +$942 0.15% 120
2022
Q1 		$465K Sell
831
-28
-3% -$17K 0.19% 99
2021
Q4 		$583K Sell
859
-29
-3% -$20.4K 0.22% 89
2021
Q3 		$574K Sell
888
-12
-1% -$6.96K 0.22% 93
2021
Q2 		$501K Buy
900
+44
+5% +$24.4K 0.19% 98
2021
Q1 		$423K Sell
856
-1
-0.1% -$492 0.18% 103
2020
Q4 		$332K Sell
857
-2
-0.2% -$648 0.14% 122
2020
Q3 		$207K Buy
+859
New +$202K 0.11% 150

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 $1.59B AUM 24.57% 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 $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Prudent Man Advisors's SIVB Position: Q1 2023 in Review

Prudent Man Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,150 shares — an estimated $265K sold.

Prudent Man Advisors first reported a position in SIVB in Q3 2020 and held it in 10 quarters. The position peaked at $583K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Prudent Man Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 1,150 SVB Financial Group shares in Q1 2023, an estimated $265K.
  • Prudent Man Advisors first reported a position in SVB Financial Group in Q3 2020 and held it in 10 quarters.
  • Prudent Man Advisors's SVB Financial Group position peaked at $583K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.