RFA
SIVB

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
2016
Q2 		– Sell
-25
Closed -$3K – 1112
2016
Q1 		$3K Hold
25
– – ﹤0.01% 1052
2015
Q4 		$3K Buy
+25
New +$3.1K ﹤0.01% 1046

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
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.