SVB FINANCIAL GROUP historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, SVB FINANCIAL GROUP opened 3 positions, added to 0, reduced 3 and sold out of 13.
- Q3 2024: Stock COIN; Country of operation United States; Class COM CL A; Shares before 415,805.
- Q1 2024: Stock COIN; Country of operation United States; Class COM CL A; Shares before 531,319.
- Q1 2024: Stock OKTA; Country of operation United States; Class CL A; Shares before 79,152.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 719739), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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