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

Security National Trust’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
2020 Q2	–	Sell	-120	Closed	-$18K	–	493
2020 Q1	$18K	Buy	+120	New	+$26.4K	0.01%	319
2019 Q2	–	Sell	-400	Closed	-$89K	–	382
2019 Q1	$89K	Hold	400	–	–	0.03%	214
2018 Q4	$76K	Hold	400	–	–	0.03%	214
2018 Q3	$124K	Hold	400	–	–	0.04%	196
2018 Q2	$116K	Buy	+400	New	+$118K	0.04%	204

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Security National Trust's SIVB Position: Q2 2020 in Review

Security National Trust sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 120 shares — an estimated $18K sold.

Security National Trust first reported a position in SIVB in Q2 2018 and held it in 5 quarters. The position peaked at $124K in Q3 2018. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

Security National Trust reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 120 SVB Financial Group shares in Q2 2020, an estimated $18K.
Security National Trust first reported a position in SVB Financial Group in Q2 2018 and held it in 5 quarters.
Security National Trust's SVB Financial Group position peaked at $124K in Q3 2018.
512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.