SVB Financial GroupSIVBQ
13F holders, Q2 2024 (June 30)10holders
3new positions
2sold out
$0.03avg. 13F price*
At the end of Q2 2024, 10 institutions reported holding SVB Financial Group (SIVBQ) in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were SVB Wealth LLC ($416), Tucker Asset Management LLC ($41) and Accent Capital Management, LLC ($33).
- Company
- SVB Financial Group
- CUSIP
- 78486Q101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $33 |
| Exits | 2 | $13 |
All 13F filers, Q1 2024 → Q2 2024: 1,106 shares bought and 6,169 shares sold, net −5,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| SVB Wealth LLC | 0.00% | Reduce -30.8% | 13,853 | $416 |
| Tucker Asset Management LLC | 0.00% | No change | 1,351 | $41 |
| Accent Capital Management, LLC | 0.00% | New | 1,100 | $33 |
| Meeder Asset Management Inc. | 0.00% | No change | 798 | $24 |
| Huntington National Bank | 0.00% | No change | 2 | $0 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1 | $0 |
| Hantz Financial Services, Inc. | 0.00% | No change | 9 | $0 |
| Ancora Advisors LLC | 0.00% | New | 5 | $0 |
| Innealta Capital, LLC | 0.00% | New | 1 | $0 |
| Sittner & Nelson, LLC | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is SIVBQ's weight in each manager's 13F, not the share of SVB Financial Group the manager owns.