Truist Financial
SIVB

Truist Financial’s SVB Financial Group SIVB Stock Holding History

Truist 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
-18,951
Closed -$4.36M – 2722
2022
Q4 		$4.36M Sell
18,951
-3,805
-17% -$945K 0.01% 857
2022
Q3 		$7.64M Buy
22,756
+223
+1% +$89.8K 0.01% 650
2022
Q2 		$8.9M Buy
22,533
+397
+2% +$187K 0.02% 610
2022
Q1 		$12.4M Sell
22,136
-3,927
-15% -$2.38M 0.02% 569
2021
Q4 		$17.7M Sell
26,063
-1,977
-7% -$1.39M 0.03% 473
2021
Q3 		$18.1M Sell
28,040
-32
-0.1% -$18.6K 0.03% 445
2021
Q2 		$15.6M Sell
28,072
-12,442
-31% -$6.9M 0.03% 497
2021
Q1 		$20M Buy
40,514
+14,247
+54% +$7.01M 0.03% 410
2020
Q4 		$10.2M Sell
26,267
-5,147
-16% -$1.67M 0.02% 596
2020
Q3 		$7.56M Sell
31,414
-1,577
-5% -$371K 0.02% 627
2020
Q2 		$7.11M Sell
32,991
-6,951
-17% -$1.34M 0.02% 626
2020
Q1 		$6.04M Sell
39,942
-6,216
-13% -$1.37M 0.02% 626
2019
Q4 		$11.6M Buy
+46,158
New +$10.5M 0.02% 531

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

Truist Financial's SIVB Position: Q1 2023 in Review

Truist Financial sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 18,951 shares — an estimated $4.36M sold.

Truist Financial first reported a position in SIVB in Q4 2019 and held it in 13 quarters. The position peaked at $20M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Truist Financial reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 18,951 SVB Financial Group shares in Q1 2023, an estimated $4.36M.
  • Truist Financial first reported a position in SVB Financial Group in Q4 2019 and held it in 13 quarters.
  • Truist Financial's SVB Financial Group position peaked at $20M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.