SVB Financial Group
SIVBDelisted May 2, 2023- Industry
- State Commercial Banks
- SEC CIK
- 0000719739
SVB Financial Group was delisted on May 2, 2023; its insiders filed their last Form 4 on Nov 12, 2024; 645 institutions reported holding it in 13F filings for Q4 2022, worth $13.2B in total; Coatue Management was the only superinvestor holding it.
Q3 2023 vs. Q2 2023
How the institutions holding SVB Financial Group changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 22 | 17 | −5 |
| Shares | 213.1K | 165.3K | −47.7K (−22.4%) |
| Value | $102.7K | $15.3K | −$87.5K (−85.1%) |
New holders (3)
Institutions that held SVB Financial Group at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 50,000 | $4.50K | 0.00% |
| Systematic Alpha Investments, LLC | 1,470 | $132 | 0.00% |
| Resources Management Corp | 559 | $0 | 0.00% |
Sold out (8)
Institutions that held SVB Financial Group at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Douglas Lane & Associates, LLC | 80,917 | $41.9K |
| Teachers Retirement System of the State of Kentucky | 1,114 | $1.00K |
| Spire Wealth Management | 1,712 | $890 |
| Performa Ltd (US), LLC | 170 | $88 |
| Liberty One Investment Management, LLC | 20 | $10 |
| Ancora Advisors, LLC | 10 | $5 |
| AMF Pensionsforsakring AB | 15,080 | $0 |
| Knott David M Jr | 48 | $0 |