SVB Financial GroupSIVBQ

13F holders, Q1 2024 (March 31)
10holders
$0.05avg. 13F price*

At the end of Q1 2024, 10 institutions reported holding SVB Financial Group (SIVBQ) in their 13F filings. The largest holders were SVB Wealth LLC ($1K), Tucker Asset Management LLC ($68) and Meeder Asset Management Inc. ($40).

Company
SVB Financial Group
CUSIP
78486Q101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 10Q1 2024Q2 2024: 10Q2 2024Q3 2024: 6Q3 2024Q4 2024: 3Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$13
Exits6$6K

Ownership 10 holders

SVB Wealth LLC 0.00% Reduce -16.8% 20,003 $1K
Tucker Asset Management LLC 0.00% No change 1,351 $68
Meeder Asset Management Inc. 0.00% No change 798 $40
Vima LLC 0.00% New 14 $13
FSA Wealth Management LLC 0.00% No change 45 $2
Sittner & Nelson, LLC 0.00% No change 10 $1
Huntington National Bank 0.00% No change 2 $0
Concourse Financial Group Securities, Inc. 0.00% Reduce -87.5% 1 $0
Hantz Financial Services, Inc. 0.00% No change 9 $0
Front Row Advisors LLC 0.00% New 5 $0

"% of holder's portfolio" is SIVBQ's weight in each manager's 13F, not the share of SVB Financial Group the manager owns.