SN
SIVB

Sittner & Nelson’s SVB Financial Group SIVB Stock Holding History

Sittner & Nelson’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
2024
Q4 		– Sell
-10
Closed – – 507
2024
Q3 		$0 Hold
10
– – ﹤0.01% 469
2024
Q2 		$0 Hold
10
– – ﹤0.01% 511
2024
Q1 		$1 Hold
10
– – ﹤0.01% 498
2023
Q4 		$0 Hold
10
– – ﹤0.01% 489
2023
Q3 		$1 Hold
10
– – ﹤0.01% 466
2023
Q2 		$5 Hold
10
– – ﹤0.01% 481
2023
Q1 		$9 Hold
10
– – ﹤0.01% 489
2022
Q4 		$2.3K Hold
10
– – ﹤0.01% 417
2022
Q3 		$3K Buy
+10
New +$4.03K ﹤0.01% 415

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Sittner & Nelson's SIVB Position: Q4 2024 in Review

Sittner & Nelson sold out of SVB Financial Group (SIVB) in Q4 2024, closing a stake of 10 shares.

Sittner & Nelson first reported a position in SIVB in Q3 2022 and held it in 9 quarters. The position peaked at $3K in Q3 2022. 3 funds tracked by Wall St. Rank hold SIVB as of Q4 2024.

  • Sittner & Nelson reported no remaining SVB Financial Group position as of Q4 2024 after selling out during the quarter.
  • Sittner & Nelson sold 10 SVB Financial Group shares in Q4 2024.
  • Sittner & Nelson first reported a position in SVB Financial Group in Q3 2022 and held it in 9 quarters.
  • Sittner & Nelson's SVB Financial Group position peaked at $3K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2024.

Based on Sittner & Nelson's 13F filing for Q4 2024, filed 11 Feb 2025.