SSG
SIVB

Summit Securities Group’s SVB Financial Group SIVB Stock Holding History

Summit Securities Group’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
-59
Closed -$14K – 1438
2022
Q4 		$14K Sell
59
-15
-20% -$3.73K ﹤0.01% 984
2022
Q3 		$25K Sell
74
-50
-40% -$20.1K ﹤0.01% 695
2022
Q2 		$49K Buy
124
+100
+417% +$47.1K 0.01% 554
2022
Q1 		$13K Buy
+24
New +$14.6K ﹤0.01% 800
2017
Q3 		– Sell
-2,158
Closed -$379K – 340
2017
Q2 		$379K Sell
2,158
-7,059
-77% -$1.26M 0.07% 137
2017
Q1 		$1.72M Buy
9,217
+4,207
+84% +$765K 0.49% 43
2016
Q4 		$860K Buy
+5,010
New +$718K 0.19% 107
2016
Q3 		– Sell
-4,948
Closed -$471K – 330
2016
Q2 		$471K Sell
4,948
-35,060
-88% -$3.59M 0.25% 94
2016
Q1 		$4.08M Buy
+40,008
New +$3.87M 2.86% 8
2015
Q2 		– Sell
-100
Closed -$13K – 666
2015
Q1 		$13K Buy
+100
New +$11.9K 0.01% 271

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 $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Summit Securities Group's SIVB Position: Q1 2023 in Review

Summit Securities Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 59 shares — an estimated $14K sold.

Summit Securities Group first reported a position in SIVB in Q1 2015 and held it in 10 quarters. The position peaked at $4.08M in Q1 2016. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Summit Securities Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 59 SVB Financial Group shares in Q1 2023, an estimated $14K.
  • Summit Securities Group first reported a position in SVB Financial Group in Q1 2015 and held it in 10 quarters.
  • Summit Securities Group's SVB Financial Group position peaked at $4.08M in Q1 2016.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.