TRCT
SIVB

Tower Research Capital (TRC)’s SVB Financial Group SIVB Stock Holding History

Tower Research Capital (TRC)’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
Q2 		– Sell
-3,050
Closed -$3K – 6677
2023
Q1 		$3K Buy
3,050
+1,580
+107% +$444K ﹤0.01% 5300
2022
Q4 		$339K Sell
1,470
-4,587
-76% -$1.14M 0.01% 939
2022
Q3 		$2.03M Buy
6,057
+2,715
+81% +$1.09M 0.03% 409
2022
Q2 		$1.32M Sell
3,342
-6,524
-66% -$3.07M 0.03% 547
2022
Q1 		$5.52M Buy
9,866
+4,582
+87% +$2.78M 0.05% 289
2021
Q4 		$3.58M Buy
5,284
+3,811
+259% +$2.68M 0.06% 267
2021
Q3 		$953K Sell
1,473
-1,644
-53% -$953K 0.02% 569
2021
Q2 		$1.73M Sell
3,117
-1,166
-27% -$647K 0.05% 362
2021
Q1 		$2.11M Buy
4,283
+2,291
+115% +$1.13M 0.04% 466
2020
Q4 		$773K Sell
1,992
-95
-5% -$30.8K 0.02% 670
2020
Q3 		$502K Buy
2,087
+1,331
+176% +$313K 0.01% 1683
2020
Q2 		$163K Buy
+756
New +$146K 0.01% 1992
2020
Q1 		– Sell
-149
Closed -$37K – 4474
2019
Q4 		$37K Sell
149
-1,165
-89% -$265K ﹤0.01% 1535
2019
Q3 		$275K Buy
1,314
+1,250
+1,953% +$262K 0.02% 845
2019
Q2 		$14K Sell
64
-1,861
-97% -$430K ﹤0.01% 2397
2019
Q1 		$428K Buy
1,925
+1,822
+1,769% +$424K 0.03% 691
2018
Q4 		$20K Sell
103
-89
-46% -$21.8K ﹤0.01% 1968
2018
Q3 		$60K Sell
192
-800
-81% -$252K ﹤0.01% 1655
2018
Q2 		$286K Buy
992
+984
+12,300% +$289K 0.02% 891
2018
Q1 		$2K Sell
8
-1,621
-100% -$407K ﹤0.01% 3035
2017
Q4 		$381K Buy
1,629
+1,436
+744% +$306K 0.05% 362
2017
Q3 		$36K Buy
+193
New +$33.9K ﹤0.01% 2288
2017
Q1 		– Sell
-1,593
Closed -$274K – 4613
2016
Q4 		$274K Buy
1,593
+629
+65% +$90.2K 0.03% 523
2016
Q3 		$107K Sell
964
-478
-33% -$49.8K 0.01% 780
2016
Q2 		$137K Buy
1,442
+1,321
+1,092% +$135K 0.01% 918
2016
Q1 		$12K Sell
121
-8
-6% -$774 ﹤0.01% 1826
2015
Q4 		$15K Sell
129
-283
-69% -$35.1K ﹤0.01% 1663
2015
Q3 		$48K Sell
412
-407
-50% -$54.5K ﹤0.01% 1060
2015
Q2 		$118K Buy
+819
New +$111K 0.01% 676
2015
Q1 		– Sell
-37
Closed -$4K – 5556
2014
Q4 		$4K Buy
+37
New +$4.04K ﹤0.01% 3034
2014
Q3 		– Sell
-4,041
Closed -$471K – 5450
2014
Q2 		$471K Buy
4,041
+2,670
+195% +$298K 0.06% 279
2014
Q1 		$177K Buy
1,371
+865
+171% +$101K 0.02% 450
2013
Q4 		$53K Buy
506
+385
+318% +$37.7K 0.01% 1351
2013
Q3 		$10K Sell
121
-13
-10% -$1.12K ﹤0.01% 3252
2013
Q2 		$11K Buy
+134
New +$9.8K ﹤0.01% 2345

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Tower Research Capital (TRC)'s SIVB Position: Q2 2023 in Review

Tower Research Capital (TRC) sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 3,050 shares — an estimated $3K sold.

Tower Research Capital (TRC) first reported a position in SIVB in Q2 2013 and held it in 35 quarters. The position peaked at $5.52M in Q1 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Tower Research Capital (TRC) reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 3,050 SVB Financial Group shares in Q2 2023, an estimated $3K.
  • Tower Research Capital (TRC) first reported a position in SVB Financial Group in Q2 2013 and held it in 35 quarters.
  • Tower Research Capital (TRC)'s SVB Financial Group position peaked at $5.52M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2023, filed 14 Aug 2023.