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SVB FINL GROUP
SVB FINL GROUP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 7 Institutional holders with a total value of $42,234,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STRATTON MANAGEMENT CO 256,150 29,872,000 70.73%
2 JAG CAPITAL MANAGEMENT, LLC 78,977 9,210,000 21.81%
3 NorthCoast Asset Management LLC 10,002 1,166,000 2.76%
4 WINSLOW ASSET MANAGEMENT INC 5,209 607,000 1.44%
5 World Asset Management Inc 4,714 550,000 1.30%
6 Ipswich Investment Management Co., Inc. 4,450 519,000 1.23%
7 Ascent Wealth Partners, LLC 2,655 310,000 0.73%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.