Rowland Carmichael Advisors »

SVB Financial shares owned by Rowland Carmichael Advisors

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

Historical chart of Rowland Carmichael Advisors investment in SVB Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SVB Financial by Rowland Carmichael Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $882k 2.3k 387.69
2020-09-30 $547k 2.3k 240.44
2020-06-30 $490k 2.3k 215.38
2020-03-31 $537k 3.6k 151.18
2019-12-31 $699k 2.8k 251.17

More positions owned by Rowland Carmichael Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Ishares Msci Jpn Etf New (EWJ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Microsoft Corporation (MSFT)

View all positions for Rowland Carmichael Advisors

Top funds holding SVB Financial

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

View all funds holding SVB Financial