Security National Bank’s SVB Financial Group SIVB Stock Holding History

Security National Bank’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
2022 Q4	–	Sell	-10,445	Closed	-$3.51M	–	107
2022 Q3	$3.51M	Buy	10,445 +31	+0.3%	+$12.5K	0.98%	44
2022 Q2	$4.11M	Buy	10,414 +58	+0.6%	+$27.3K	1.14%	37
2022 Q1	$5.79M	Buy	10,356 +366	+4%	+$222K	1.33%	31
2021 Q4	$6.78M	Buy	9,990 +163	+2%	+$115K	1.53%	28
2021 Q3	$6.36M	Buy	9,827 +745	+8%	+$432K	1.59%	30
2021 Q2	$5.05M	Buy	9,082 +166	+2%	+$92.1K	1.33%	34
2021 Q1	$4.4M	Buy	8,916 +505	+6%	+$248K	1.29%	34
2020 Q4	$3.26M	Buy	8,411 +121	+1%	+$39.2K	1.04%	38
2020 Q3	$2M	Buy	8,290 +1,585	+24%	+$373K	0.7%	45
2020 Q2	$1.45M	Buy	6,705 +1,618	+32%	+$312K	0.6%	45
2020 Q1	$769K	Buy	5,087 +479	+10%	+$105K	0.4%	47
2019 Q4	$1.16M	Buy	+4,608	New	+$1.05M	0.52%	49
2019 Q3	–	Sell	-8,762	Closed	-$1.97M	–	76
2019 Q2	$1.97M	Sell	8,762 -3,198	-27%	-$740K	0.97%	43
2019 Q1	$2.66M	Sell	11,960 -141	-1%	-$32.8K	1.38%	31
2018 Q4	$2.3M	Buy	+12,101	New	+$2.96M	1.43%	30

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

ATO

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Security National Bank's SIVB Position: Q4 2022 in Review

Security National Bank sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 10,445 shares — an estimated $3.51M sold.

Security National Bank first reported a position in SIVB in Q4 2018 and held it in 15 quarters. The position peaked at $6.78M in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Security National Bank reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Security National Bank sold 10,445 SVB Financial Group shares in Q4 2022, an estimated $3.51M.
Security National Bank first reported a position in SVB Financial Group in Q4 2018 and held it in 15 quarters.
Security National Bank's SVB Financial Group position peaked at $6.78M in Q4 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Security National Bank's 13F filing for Q4 2022, filed 1 Feb 2023.