RCAG
SIVB

Rehmann Capital Advisory Group’s SVB Financial Group SIVB Stock Holding History

Rehmann Capital Advisory 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
-1,832
Closed -$422K – 580
2022
Q4 		$422K Buy
1,832
+14
+0.8% +$3.48K 0.04% 327
2022
Q3 		$610K Sell
1,818
-47
-3% -$18.9K 0.07% 251
2022
Q2 		$737K Buy
1,865
+8
+0.4% +$3.77K 0.08% 212
2022
Q1 		$1.04M Buy
1,857
+8
+0.4% +$4.86K 0.1% 181
2021
Q4 		$1.25M Sell
1,849
-4
-0.2% -$2.82K 0.12% 164
2021
Q3 		$1.2M Buy
1,853
+4
+0.2% +$2.32K 0.11% 162
2021
Q2 		$1.03M Sell
1,849
-150
-8% -$83.2K 0.1% 177
2021
Q1 		$987K Hold
1,999
– – 0.1% 166
2020
Q4 		$775K Hold
1,999
– – 0.09% 193
2020
Q3 		$481K Hold
1,999
– – 0.06% 250
2020
Q2 		$431K Sell
1,999
-14
-0.7% -$2.7K 0.06% 262
2020
Q1 		$304K Buy
+2,013
New +$443K 0.05% 279
2019
Q3 		$42K Hold
201
– – 0.01% 678
2019
Q2 		$45.1K Hold
201
– – 0.01% 871
2019
Q1 		$44.7K Hold
201
– – 0.01% 848
2018
Q4 		$38.2K Sell
201
-4
-2% -$978 0.01% 678
2018
Q3 		$63.7K Sell
205
-14
-6% -$4.42K 0.01% 717
2018
Q2 		$63.2K Sell
219
-6
-3% -$1.76K 0.01% 702
2018
Q1 		$54K Buy
+225
New +$56.5K 0.01% 744

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

Rehmann Capital Advisory Group's SIVB Position: Q1 2023 in Review

Rehmann Capital Advisory Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,832 shares — an estimated $422K sold.

Rehmann Capital Advisory Group first reported a position in SIVB in Q1 2018 and held it in 19 quarters. The position peaked at $1.25M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Rehmann Capital Advisory Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 1,832 SVB Financial Group shares in Q1 2023, an estimated $422K.
  • Rehmann Capital Advisory Group first reported a position in SVB Financial Group in Q1 2018 and held it in 19 quarters.
  • Rehmann Capital Advisory Group's SVB Financial Group position peaked at $1.25M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.