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SVB Financial shares owned by Optimal Asset Management

Quarter-by-quarter ownership of SVB Financial (SIVBQ) shares owned by Optimal Asset Management from 13F filings

Historical chart of Optimal Asset Management investment in SVB Financial

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All positions including SVB Financial held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SVB Financial by Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $396k 612 647.06
2021-06-30 $339k 610 555.74
2021-03-31 $301k 610 493.44
2020-06-30 $261k 1.2k 215.70
2019-12-31 $317k 1.3k 251.39

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Fiserv (FI)
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View all positions for Optimal Asset Management

Top funds holding SVB Financial

Meeder Asset Management
Sittner & Nelson
Huntington National Bank
Proequities

View all funds holding SVB Financial