Evolution Wealth Advisors, LLC - SVB FINANCIAL GROUP ownership

SVB FINANCIAL GROUP's ticker is SIVB and the CUSIP is 78486Q101. A total of 726 filers reported holding SVB FINANCIAL GROUP in Q2 2021. The put-call ratio across all filers is 2.24 and the average weighting 0.2%.

About SVB FINANCIAL GROUP

SVB Financial Group is a financial services company that specializes in providing banking and investment services to technology and life science companies. The company is headquartered in Santa Clara, California, and has offices in the United States, Europe, and Asia.

SVB Financial Group has a strong reputation for providing innovative financial solutions to its clients. The company's focus on the technology and life science sectors has allowed it to develop a deep understanding of the unique needs of these industries. This expertise has enabled SVB Financial Group to provide tailored financial solutions that help its clients grow and succeed.

One of the key strengths of SVB Financial Group is its leadership team. The company is led by CEO Greg Becker, who has been with the company for over 20 years. Under his leadership, SVB Financial Group has grown into one of the most respected financial services companies in the world.

SVB Financial Group's commitment to innovation is also evident in its use of technology. The company has developed a range of digital tools and platforms that make it easier for its clients to manage their finances and access the services they need.

Overall, SVB Financial Group is a company that is well-positioned to continue to grow and succeed in the years ahead. Its focus on the technology and life science sectors, combined with its commitment to innovation and strong leadership, make it a compelling choice for investors looking for exposure to these industries.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of SVB FINANCIAL GROUP
ValueSharesWeighting
Q3 2021$17,000
+13.3%
270.0%0.00%
+33.3%
Q2 2021$15,000
+15.4%
270.0%0.00%0.0%
Q1 2021$13,000
+18.2%
27
-3.6%
0.00%
+50.0%
Q4 2020$11,000
+57.1%
280.0%0.00%0.0%
Q3 2020$7,000
+16.7%
280.0%0.00%0.0%
Q2 2020$6,000280.00%
Other shareholders
SVB FINANCIAL GROUP shareholders Q2 2021
NameSharesValueWeighting ↓
HoldCo Asset Management, LP 69,535$47,161,0007.54%
Rosenthal {-} Henry Capital Advisors, Inc. 11,700$7,935,407,0005.98%
Carmel Capital Management L.L.C. 16,555$11,228,0005.51%
Harrington Investments, INC 13,339$9,047,0004.87%
Stieven Capital Advisors, L.P. 56,041$38,009,0004.57%
WINSLOW ASSET MANAGEMENT INC 35,715$24,223,0004.28%
Alecta Tjanstepension Omsesidigt 1,346,500$914,475,0003.98%
Covea Finance 65,756$44,598,0003.91%
VAN STRUM & TOWNE INC. 15,888$10,776,0003.90%
CIM, LLC 32,914$18,261,0003.41%
View complete list of SVB FINANCIAL GROUP shareholders