Victory Capital Management’s SVB Financial Group SIVB Stock Holding History

Victory Capital Management’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	-25,160	Closed	-$5.79M	–	2754
2022 Q4	$5.79M	Sell	25,160 -436,055	-95%	-$108M	0.01%	1172
2022 Q3	$155M	Buy	461,215 +1,326	+0.3%	+$534K	0.18%	129
2022 Q2	$182M	Buy	459,889 +2,453	+0.5%	+$1.16M	0.21%	116
2022 Q1	$223M	Sell	457,436 -7,822	-2%	-$4.75M	0.22%	98
2021 Q4	$316M	Sell	465,258 -11,512	-2%	-$8.11M	0.29%	67
2021 Q3	$308M	Sell	476,770 -1,082	-0.2%	-$627K	0.3%	58
2021 Q2	$266M	Sell	477,852 -8,798	-2%	-$4.88M	0.26%	83
2021 Q1	$240M	Sell	486,650 -11,906	-2%	-$5.86M	0.25%	87
2020 Q4	$193M	Buy	498,556 +10,321	+2%	+$3.34M	0.22%	97
2020 Q3	$117M	Buy	488,235 +23	+0%	+$5.41K	0.15%	178
2020 Q2	$105M	Buy	488,212 +409,356	+519%	+$78.8M	0.14%	188
2020 Q1	$11.9M	Buy	78,856 +31,765	+67%	+$6.99M	0.01%	1028
2019 Q4	$11.8M	Sell	47,091 -46,144	-49%	-$10.5M	0.01%	965
2019 Q3	$19.5M	Sell	93,235 -159,436	-63%	-$33.4M	0.03%	799
2019 Q2	$56.7M	Sell	252,671 -103,676	-29%	-$24M	0.11%	267
2019 Q1	$79.2M	Sell	356,347 -87,714	-20%	-$20.4M	0.18%	138
2018 Q4	$84.3M	Sell	444,061 -5,211	-1%	-$1.27M	0.21%	102
2018 Q3	$140M	Sell	449,272 -11,436	-2%	-$3.61M	0.29%	75
2018 Q2	$133M	Sell	460,708 -180,269	-28%	-$53M	0.28%	75
2018 Q1	$154M	Sell	640,977 -27,186	-4%	-$6.82M	0.34%	60
2017 Q4	$156M	Sell	668,163 -57,687	-8%	-$12.3M	0.33%	68
2017 Q3	$136M	Buy	725,850 +22,905	+3%	+$4.03M	0.31%	72
2017 Q2	$124M	Sell	702,945 -31,677	-4%	-$5.67M	0.29%	81
2017 Q1	$137M	Sell	734,622 -77,431	-10%	-$14.1M	0.33%	58
2016 Q4	$139M	Buy	812,053 +59,253	+8%	+$8.5M	0.35%	37
2016 Q3	$83.2M	Sell	752,800 -19,825	-3%	-$2.06M	0.23%	122
2016 Q2	$73.5M	Sell	772,625 -85,770	-10%	-$8.78M	0.29%	107
2016 Q1	$87.6M	Buy	858,395 +222,766	+35%	+$21.6M	0.36%	54
2015 Q4	$75.6M	Buy	635,629 +3,908	+0.6%	+$485K	0.31%	90
2015 Q3	$73M	Buy	631,721 +627,390	+14,486%	+$84.1M	0.3%	98
2015 Q2	$632K	Buy	+4,331	New	+$585K	﹤0.01%	942
2014 Q2	–	Sell	-14,175	Closed	-$1.82M	–	946
2014 Q1	$1.82M	Buy	14,175 +3,975	+39%	+$464K	0.01%	435
2013 Q4	$1.07M	Buy	+10,200	New	+$998K	0.01%	487

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Victory Capital Management's SIVB Position: Q1 2023 in Review

Victory Capital Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 25,160 shares — an estimated $5.79M sold.

Victory Capital Management first reported a position in SIVB in Q4 2013 and held it in 33 quarters. The position peaked at $316M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Victory Capital Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Victory Capital Management sold 25,160 SVB Financial Group shares in Q1 2023, an estimated $5.79M.
Victory Capital Management first reported a position in SVB Financial Group in Q4 2013 and held it in 33 quarters.
Victory Capital Management's SVB Financial Group position peaked at $316M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Victory Capital Management's 13F filing for Q1 2023, filed 2 May 2023.