SFSIG
SIVB

San Francisco Sentry Investment Group’s SVB Financial Group SIVB Stock Holding History

San Francisco Sentry Investment 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
2021
Q2 		$4K Hold
8
– – ﹤0.01% 597
2021
Q1 		$4K Hold
8
– – ﹤0.01% 626
2020
Q4 		$3K Hold
8
– – ﹤0.01% 615
2020
Q3 		$2K Hold
8
– – ﹤0.01% 631
2020
Q2 		$2K Sell
8
-6
-43% -$1.16K ﹤0.01% 626
2020
Q1 		$2K Buy
14
+5
+56% +$1.1K ﹤0.01% 700
2019
Q4 		$2K Hold
9
– – ﹤0.01% 787
2019
Q3 		$2K Hold
9
– – ﹤0.01% 788
2019
Q2 		$2K Hold
9
– – ﹤0.01% 797
2019
Q1 		$2K Hold
9
– – ﹤0.01% 822
2018
Q4 		$2K Buy
+9
New +$2.2K ﹤0.01% 796

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Francisco Sentry Investment Group's SIVB Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its SVB Financial Group (SIVB) position steady in Q2 2021 at 8 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

San Francisco Sentry Investment Group first reported a position in SIVB in Q4 2018 and has held it in 11 quarters since. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • San Francisco Sentry Investment Group held 8 shares of SVB Financial Group worth $4K as of Q2 2021.
  • San Francisco Sentry Investment Group left its SVB Financial Group share count unchanged in Q2 2021.
  • SVB Financial Group made up ﹤0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #597 holding.
  • San Francisco Sentry Investment Group first reported a position in SVB Financial Group in Q4 2018 and has held it in 11 quarters since.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.