TCBWMS
SIVB

Texas Capital Bank Wealth Management Services’s SVB Financial Group SIVB Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q2 		– Sell
-435
Closed -$243K – 179
2022
Q1 		$243K Hold
435
– – 0.02% 149
2021
Q4 		$295K Hold
435
– – 0.03% 134
2021
Q3 		$281K Buy
+435
New +$252K 0.03% 127

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SIVB Position: Q2 2022 in Review

Texas Capital Bank Wealth Management Services sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 435 shares — an estimated $243K sold.

Texas Capital Bank Wealth Management Services first reported a position in SIVB in Q3 2021 and held it in 3 quarters. The position peaked at $295K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Texas Capital Bank Wealth Management Services reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 435 SVB Financial Group shares in Q2 2022, an estimated $243K.
  • Texas Capital Bank Wealth Management Services first reported a position in SVB Financial Group in Q3 2021 and held it in 3 quarters.
  • Texas Capital Bank Wealth Management Services's SVB Financial Group position peaked at $295K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2022, filed 4 Aug 2022.