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.
Q4 2023 vs. Q3 2023
How the institutions holding SVB Financial Group changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 17 | 15 | −2 |
| Shares | 165.3K | 103.9K | −61.4K (−37.2%) |
| Value | $15.3K | $7.14K | −$8.13K (−53.2%) |
New holders (3)
Institutions that held SVB Financial Group at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | 17 | $3.91K | 0.00% |
| Accent Capital Management, LLC | 1,100 | $36 | 0.00% |
| FSA Wealth Management LLC | 45 | $0 | 0.00% |
Sold out (5)
Institutions that held SVB Financial Group at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Systematic Alpha Investments, LLC | 1,470 | $132 |
| ZRC Wealth Management, LLC | 500 | $45 |
| Resources Management Corp | 559 | $0 |
| West Oak Capital, LLC | 35 | $0 |
| Front Row Advisors LLC | 5 | $0 |