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SVB Financial Group
SVB Financial Group. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 8 Institutional holders with a total value of $33,180,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STRATTON MANAGEMENT CO 255,100 28,594,000 86.18%
2 NorthCoast Asset Management LLC 10,002 1,121,000 3.38%
3 Convergence Investment Partners, LLC 8,516 955,000 2.88%
4 WINSLOW ASSET MANAGEMENT INC 5,209 584,000 1.76%
5 World Asset Management Inc 4,638 520,000 1.57%
6 COOKE & BIELER LP 4,485 503,000 1.52%
7 Ipswich Investment Management Co., Inc. 4,450 499,000 1.50%
8 Ascent Wealth Partners, LLC 3,605 404,000 1.22%

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.