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SVB Financial shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of SVB Financial (SIVBQ) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in SVB Financial

Tip: Access up to 7 years of quarterly data

All positions including SVB Financial held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SVB Financial by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3k 70k 0.03
2023-09-30 $4.5k 50k 0.09

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View all positions for Kingswood Wealth Advisors

Top funds holding SVB Financial

Bp Wealth Management
Gifford Fong Associates
Tucker Asset Management
Accent Capital Management
Meeder Asset Management
Bartlett & Co. Wealth Management
Bartlett & Co.
Pacer Advisors
FSA Wealth Management
Proequities
Huntington National Bank

View all funds holding SVB Financial