RTC
SIVB

Riverview Trust Company’s SVB Financial Group SIVB Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-129
Closed -$117 – 773
2023
Q1 		$117 Sell
129
-126
-49% -$35.4K ﹤0.01% 703
2022
Q4 		$59K Buy
255
+126
+98% +$31.3K 0.06% 192
2022
Q3 		$43K Sell
129
-90
-41% -$36.2K 0.04% 233
2022
Q2 		$87K Buy
219
+51
+30% +$24K 0.08% 153
2022
Q1 		$94K Buy
168
+39
+30% +$23.7K 0.07% 155
2021
Q4 		$87 Hold
129
– – 0.05% 128
2021
Q3 		$83K Hold
129
– – 0.09% 125
2021
Q2 		$72K Hold
129
– – 0.08% 137
2021
Q1 		$64K Hold
129
– – 0.07% 139
2020
Q4 		$50K Hold
129
– – 0.06% 147
2020
Q3 		$31K Hold
129
– – 0.04% 179
2020
Q2 		$28K Hold
129
– – 0.03% 189
2020
Q1 		$19K Hold
129
– – 0.02% 208
2019
Q4 		$32K Hold
129
– – 0.02% 203
2019
Q3 		$27K Hold
129
– – 0.02% 209
2019
Q2 		$29K Sell
129
-15
-10% -$3.47K 0.02% 199
2019
Q1 		$32K Buy
144
+15
+12% +$3.49K 0.02% 194
2018
Q4 		$24K Buy
+129
New +$31.5K 0.02% 204

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Riverview Trust Company's SIVB Position: Q2 2023 in Review

Riverview Trust Company sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 129 shares — an estimated $117 sold.

Riverview Trust Company first reported a position in SIVB in Q4 2018 and held it in 18 quarters. The position peaked at $94K in Q1 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Riverview Trust Company reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 129 SVB Financial Group shares in Q2 2023, an estimated $117.
  • Riverview Trust Company first reported a position in SVB Financial Group in Q4 2018 and held it in 18 quarters.
  • Riverview Trust Company's SVB Financial Group position peaked at $94K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.