Reilly Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Reilly Financial 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
2021 Q4	$1.46M	Hold	2,151	–	–	0.11%	111
2021 Q3	$1.39M	Buy	+2,151	New	+$1.25M	0.12%	104
2019 Q2	–	Sell	-53	Closed	-$12K	–	1043
2019 Q1	$12K	Buy	53 +33	+165%	+$7.68K	﹤0.01%	650
2018 Q4	$4K	Sell	20 -5	-20%	-$1.22K	﹤0.01%	805
2018 Q3	$8K	Hold	25	–	–	﹤0.01%	762
2018 Q2	$7K	Sell	25 -50	-67%	-$14.7K	﹤0.01%	763
2018 Q1	$18K	Buy	75 +50	+200%	+$12.6K	﹤0.01%	530
2017 Q4	$6K	Hold	25	–	–	﹤0.01%	761
2017 Q3	$5K	Hold	25	–	–	﹤0.01%	784
2017 Q2	$4K	Hold	25	–	–	﹤0.01%	827
2017 Q1	$5K	Hold	25	–	–	﹤0.01%	766
2016 Q4	$4K	Hold	25	–	–	﹤0.01%	723
2016 Q3	$3K	Hold	25	–	–	﹤0.01%	739
2016 Q2	$2K	Buy	+25	New	+$2.56K	﹤0.01%	745
2015 Q4	–	Sell	-25	Closed	-$3.1K	–	1521
2015 Q3	$3K	Hold	25	–	–	﹤0.01%	1108
2015 Q2	$4K	Hold	25	–	–	﹤0.01%	1139
2015 Q1	$3K	Hold	25	–	–	﹤0.01%	1130
2014 Q4	$3K	Buy	+25	New	+$2.73K	﹤0.01%	729

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Reilly Financial Advisors's SIVB Position: Q4 2021 in Review

Reilly Financial Advisors held its SVB Financial Group (SIVB) position steady in Q4 2021 at 2,151 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #111.

Reilly Financial Advisors first reported a position in SIVB in Q4 2014 and has held it in 18 quarters since. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

Reilly Financial Advisors held 2,151 shares of SVB Financial Group worth $1.46M as of Q4 2021.
Reilly Financial Advisors left its SVB Financial Group share count unchanged in Q4 2021.
SVB Financial Group made up 0.11% of Reilly Financial Advisors's portfolio in Q4 2021, its #111 holding.
Reilly Financial Advisors first reported a position in SVB Financial Group in Q4 2014 and has held it in 18 quarters since.
874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.