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SVB Financial shares owned by Monolith Advisors

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

Historical chart of Monolith Advisors investment in SVB Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SVB Financial by Monolith Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $27k 80 337.50
2022-06-30 $32k 80 400.00
2022-03-31 $54k 80 675.00
2021-12-31 $54k 80 675.00

More positions owned by Monolith Advisors

Goldman Sachs Actvbeta Uit Exchange Traded (GSLC)
Goldman Sachs Acs Us Uit Exchange Traded (GCOR)
Goldman Sachs Marktbta Uit Exchange Traded (GSUS)
Goldman Sachs Actvbt Uit Exchange Traded (GSIE)
Gldmn Sch Actvbeta Us Uit Exchange Traded (GSSC)
Morgan Stanley Inst Glob Equity Funds (MGGIX)
Gldmn Schs Acs Inv Grd Uit Exchange Traded (GIGB)
Gldmn Sch Acs Infla Prtc Uit Exchange Traded (GTIP)
Morgan Stanley Inst Glob Equity Funds (MIGIX)
Goldman Sachs Acces Uit Exchange Traded (GBIL)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Ishares Jpmorgan Usd Mts Uit Exchange Traded (EMB)
Spdr Gold Shares Etf Uit Exchange Traded (GLD)
Ishares S&p 500 Growth Uit Exchange Traded (IVW)
Spdr Long Term Treasury Uit Exchange Traded (SPTL)

View all positions for Monolith Advisors

Top funds holding SVB Financial

Bp Wealth Management
Tucker Asset Management
Meeder Asset Management
Huntington National Bank

View all funds holding SVB Financial