Institutional Ownership Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 135,136 shares, which have been reported (via 13F filing form) to have a value of $64,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
65
shares
|
$31
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
60
shares
|
$28
0.0% of portfolio
|
Q4 2022
Reduced 62.73%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
29
shares
|
$13
0.01% of portfolio
|
Q2 2022
Reduced 68.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
28
shares
|
$13
0.0% of portfolio
|
Q2 2022
Reduced 58.82%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$4
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 99.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|