USA Financial Formulas’s SVB Financial Group SIVB Stock Holding History

USA Financial Formulas’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 Q3	$0	Hold	1	–	–	﹤0.01%	453
2022 Q2	$0	Hold	1	–	–	﹤0.01%	474
2022 Q1	$1K	Sell	1 -1,432	-100%	-$869K	﹤0.01%	346
2021 Q4	$972K	Buy	1,433 +1,432	+143,200%	+$1.01M	0.83%	60
2021 Q3	$1K	Sell	1 -1,679	-100%	-$974K	﹤0.01%	390
2021 Q2	$935K	Sell	1,680 -594	-26%	-$330K	0.78%	63
2021 Q1	$1.12M	Buy	+2,274	New	+$1.12M	0.91%	43
2019 Q1	–	Sell	-11,210	Closed	-$3.48M	–	394
2018 Q4	$3.48M	Sell	11,210 -3,341	-23%	-$817K	0.87%	37
2018 Q3	$4.2M	Buy	14,551 +7,476	+106%	+$2.36M	1.06%	22
2018 Q2	$1.7M	Sell	7,075 -23	-0.3%	-$6.76K	0.41%	75
2018 Q1	$1.7M	Buy	7,098 +3,790	+115%	+$951K	0.41%	75
2017 Q4	$773K	Buy	+3,308	New	+$705K	0.18%	107
2017 Q2	–	Sell	-3,959	Closed	-$737K	–	352
2017 Q1	$737K	Buy	+3,959	New	+$720K	0.18%	116

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's SIVB Position: Q3 2022 in Review

USA Financial Formulas held its SVB Financial Group (SIVB) position steady in Q3 2022 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #453.

USA Financial Formulas first reported a position in SIVB in Q1 2017 and has held it in 13 quarters since. The position peaked at $4.2M in Q3 2018. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

USA Financial Formulas held 1 share of SVB Financial Group worth $0 as of Q3 2022.
USA Financial Formulas left its SVB Financial Group share count unchanged in Q3 2022.
SVB Financial Group made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2022, its #453 holding.
USA Financial Formulas first reported a position in SVB Financial Group in Q1 2017 and has held it in 13 quarters since.
USA Financial Formulas's SVB Financial Group position peaked at $4.2M in Q3 2018.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.