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

Institutional Holders (2015Q2)
Portfolio Summary: 10 Institutional holders with a total value of $70,380,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STRATTON MANAGEMENT CO 249,450 35,916,000 51.03%
2 SCOUT INVESTMENTS, INC. 207,605 29,891,000 42.47%
3 COOKE & BIELER LP 11,015 1,586,000 2.25%
4 WINSLOW ASSET MANAGEMENT INC 6,679 962,000 1.37%
5 Ascent Wealth Partners, LLC 4,145 597,000 0.85%
6 REYNOLDS CAPITAL MANAGEMENT LLC 2,700 389,000 0.55%
7 Ipswich Investment Management Co., Inc. 1,950 281,000 0.40%
8 World Asset Management Inc 1,930 278,000 0.39%
9 J.P. Morgan Private Wealth Advisors LLC 1,831 264,000 0.38%
10 TOCQUEVILLE ASSET MANAGEMENT L.P. 1,500 216,000 0.31%

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.