Stifel Financial
SIVB

Stifel Financial’s SVB Financial Group SIVB Stock Holding History

Stifel Financial’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
2023
Q1 		– Sell
-19,605
Closed -$4.51M – 3475
2022
Q4 		$4.51M Sell
19,605
-16,377
-46% -$4.07M 0.01% 1043
2022
Q3 		$12.1M Sell
35,982
-535
-1% -$215K 0.02% 579
2022
Q2 		$14.4M Buy
36,517
+9,511
+35% +$4.48M 0.02% 538
2022
Q1 		$15.1M Sell
27,006
-9,992
-27% -$6.06M 0.02% 575
2021
Q4 		$25.1M Buy
36,998
+432
+1% +$304K 0.03% 432
2021
Q3 		$23.7M Sell
36,566
-4,701
-11% -$2.73M 0.03% 431
2021
Q2 		$23M Buy
41,267
+2,310
+6% +$1.28M 0.03% 426
2021
Q1 		$19.2M Sell
38,957
-1,348
-3% -$663K 0.03% 443
2020
Q4 		$15.6M Buy
40,305
+3,576
+10% +$1.16M 0.03% 466
2020
Q3 		$8.84M Sell
36,729
-6,396
-15% -$1.5M 0.02% 574
2020
Q2 		$9.29M Sell
43,125
-4,252
-9% -$819K 0.02% 520
2020
Q1 		$7.16M Buy
47,377
+15,774
+50% +$3.47M 0.02% 534
2019
Q4 		$7.94M Sell
31,603
-4,782
-13% -$1.09M 0.02% 697
2019
Q3 		$7.6M Buy
36,385
+1,265
+4% +$265K 0.02% 660
2019
Q2 		$7.88M Buy
35,120
+5,787
+20% +$1.34M 0.02% 664
2019
Q1 		$6.52M Sell
29,333
-186
-0.6% -$43.3K 0.02% 690
2018
Q4 		$5.6M Sell
29,519
-3,890
-12% -$951K 0.02% 717
2018
Q3 		$10.4M Sell
33,409
-559
-2% -$176K 0.03% 529
2018
Q2 		$9.8M Sell
33,968
-2,033
-6% -$597K 0.03% 544
2018
Q1 		$8.64M Buy
36,001
+2,882
+9% +$723K 0.03% 582
2017
Q4 		$7.74M Buy
33,119
+27
+0.1% +$5.75K 0.02% 614
2017
Q3 		$6.19M Buy
33,092
+494
+2% +$86.9K 0.02% 663
2017
Q2 		$5.74M Buy
32,598
+4,347
+15% +$779K 0.02% 669
2017
Q1 		$5.26M Sell
28,251
-1,002
-3% -$182K 0.02% 678
2016
Q4 		$5.02M Buy
29,253
+1,104
+4% +$158K 0.02% 661
2016
Q3 		$3.11M Buy
28,149
+3,138
+13% +$327K 0.01% 818
2016
Q2 		$2.38M Buy
25,011
+5,356
+27% +$548K 0.01% 930
2016
Q1 		$2.01M Buy
19,655
+1,203
+7% +$116K 0.01% 923
2015
Q4 		$2.19M Buy
18,452
+13,093
+244% +$1.62M 0.01% 928
2015
Q3 		$619K Sell
5,359
-2,535
-32% -$340K ﹤0.01% 1441
2015
Q2 		$1.13M Buy
7,894
+4,821
+157% +$652K 0.01% 1304
2015
Q1 		$390K Buy
3,073
+254
+9% +$30.4K ﹤0.01% 1757
2014
Q4 		$328K Buy
2,819
+93
+3% +$10.1K ﹤0.01% 1832
2014
Q3 		$306K Sell
2,726
-464
-15% -$51.5K ﹤0.01% 1792
2014
Q2 		$372K Buy
3,190
+52
+2% +$5.8K ﹤0.01% 1668
2014
Q1 		$404K Buy
+3,138
New +$367K ﹤0.01% 1544

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Stifel Financial's SIVB Position: Q1 2023 in Review

Stifel Financial sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 19,605 shares — an estimated $4.51M sold.

Stifel Financial first reported a position in SIVB in Q1 2014 and held it in 36 quarters. The position peaked at $25.1M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Stifel Financial reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 19,605 SVB Financial Group shares in Q1 2023, an estimated $4.51M.
  • Stifel Financial first reported a position in SVB Financial Group in Q1 2014 and held it in 36 quarters.
  • Stifel Financial's SVB Financial Group position peaked at $25.1M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.