UB
SIVB

UMB Bank’s SVB Financial Group SIVB Stock Holding History

UMB Bank’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
-3,176
Closed -$2.87K – 1767
2023
Q1 		$2.87K Buy
3,176
+3,066
+2,787% +$861K ﹤0.01% 1487
2022
Q4 		$25K Sell
110
-3
-3% -$745 ﹤0.01% 1044
2022
Q3 		$38K Sell
113
-22,455
-99% -$9.04M ﹤0.01% 939
2022
Q2 		$8.91M Sell
22,568
-1,269
-5% -$598K 0.14% 144
2022
Q1 		$13.3M Buy
23,837
+1,419
+6% +$861K 0.18% 121
2021
Q4 		$15.2M Buy
22,418
+11,112
+98% +$7.83M 0.19% 111
2021
Q3 		$7.31M Buy
11,306
+9,863
+684% +$5.72M 0.16% 126
2021
Q2 		$803K Buy
+1,443
New +$800K 0.02% 260

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

UMB Bank's SIVB Position: Q2 2023 in Review

UMB Bank sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 3,176 shares — an estimated $2.87K sold.

UMB Bank first reported a position in SIVB in Q2 2021 and held it in 8 quarters. The position peaked at $15.2M in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • UMB Bank reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • UMB Bank sold 3,176 SVB Financial Group shares in Q2 2023, an estimated $2.87K.
  • UMB Bank first reported a position in SVB Financial Group in Q2 2021 and held it in 8 quarters.
  • UMB Bank's SVB Financial Group position peaked at $15.2M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.