Second Curve Capital’s SVB Financial Group SIVB Stock Holding History

Second Curve Capital’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	$2.37M	Hold	3,500	–	–	2.55%	17
2021 Q3	$2.26M	Buy	3,500 +1,500	+75%	+$870K	2.81%	16
2021 Q2	$1.11M	Buy	+2,000	New	+$1.11M	1.42%	18
2015 Q3	–	Sell	-2,588	Closed	-$373K	–	27
2015 Q2	$373K	Sell	2,588 -412	-14%	-$55.7K	0.13%	26
2015 Q1	$381K	Buy	+3,000	New	+$358K	0.15%	23
2014 Q2	–	Sell	-35,000	Closed	-$4.51M	–	30
2014 Q1	$4.51M	Sell	35,000 -25,000	-42%	-$2.92M	1.05%	20
2013 Q4	$6.29M	Buy	+60,000	New	+$5.87M	1.31%	18

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ATO

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Second Curve Capital's SIVB Position: Q4 2021 in Review

Second Curve Capital held its SVB Financial Group (SIVB) position steady in Q4 2021 at 3,500 shares worth $2.37M. The position accounts for 2.55% of the portfolio, ranked #17.

Second Curve Capital first reported a position in SIVB in Q4 2013 and has held it in 7 quarters since. The position peaked at $6.29M in Q4 2013. 873 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

Second Curve Capital held 3,500 shares of SVB Financial Group worth $2.37M as of Q4 2021.
Second Curve Capital left its SVB Financial Group share count unchanged in Q4 2021.
SVB Financial Group made up 2.55% of Second Curve Capital's portfolio in Q4 2021, its #17 holding.
Second Curve Capital first reported a position in SVB Financial Group in Q4 2013 and has held it in 7 quarters since.
Second Curve Capital's SVB Financial Group position peaked at $6.29M in Q4 2013.
873 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Second Curve Capital's 13F filing for Q4 2021, filed 11 Feb 2022.