Svb Financial Group's SEC 13F Portfolio (—)

Name: Svb Financial Group — 13F Holdings, 2025-09-30
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000719739

Long-term holder

Total reported value

—

Reporting period: 2025-09-30 · Number of holdings: 1

SVB FINANCIAL GROUP disclosed 1 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/svb-financial-group

Recent moves

Unchanged 000000000
　$0.0

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

—

Stdev: +101.8%
Beta: +5.27
Alpha: +5.8%
Max Drawdown: -33.5%
Annualized Perf: +85.8%
Batting Avg vs S&P: +42.1%
Sortino: +2.69
Stutzer: +0.32
Treynor: +0.2
Sterling: +1.97
Calmar: +2.56
Information Ratio: +0.92
Tracking Error: +93.8%
Stdev Down: +39%
Winning Months %: +42.1%
Losing Months %: +57.9%
Best 12 Months: +217.8%
Worst 12 Months: +29.7%
Efficiency Ratio: +0.39
Sharpe: +1.03
Stdev Sectors: —
Skewness: +0.79
Kurtosis: -0.45
Upside Potential: +4.82

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Top holdings
2025-09-30	1	—
2025-06-30	1	—
2025-03-31	1	—
2024-12-31	1	—
2024-09-30	1	$434.2K	1COIN Top holdings2024-09-30 1.COIN
2024-06-30	12	$142.4M	1COIN 2ROOT 3OKTA Top holdings2024-06-30 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.OBIO 6.PL 7.60938K 8.GUTS 9.FIRY 10.PACB
2024-03-31	14	$181.4M	1COIN 2ROOT 3HOOD Top holdings2024-03-31 1.COIN 2.ROOT 3.HOOD 4.OKTA 5.AXSM 6.OBIO 7.PL 8.GUTS 9.60938K 10.FIRY
2023-12-31	14	$112.8M	1COIN 2ROOT 3OKTA Top holdings2023-12-31 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.OBIO 6.PL 7.60938K 8.GLBE 9.PACB 10.83067L
2023-09-30	21	$53.2M	1COIN 2ROOT 3OKTA Top holdings2023-09-30 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.GPCR 6.OBIO 7.MLTX 8.TLRY 9.14171W 10.PL
2023-06-30	24	$52.9M	1COIN 2ROOT 3OKTA Top holdings2023-06-30 1.COIN 2.ROOT 3.OKTA 4.AXSM 5.GPCR 6.23345J 7.14171W 8.OBIO 9.MLTX 10.PL
2023-03-31	28	$52.3M	1COIN 2OKTA 3ROOT Top holdings2023-03-31 1.COIN 2.OKTA 3.ROOT 4.OBIO 5.AXSM 6.FROG 7.GPCR 8.23345J 9.14171W 10.PATH
2022-12-31	30	$36.6M	1COIN 2OKTA 3ROOT Top holdings2022-12-31 1.COIN 2.OKTA 3.ROOT 4.AXSM 5.FROG 6.23345J 7.14171W 8.PL 9.OWLT 10.TLRY

Holding changes this quarter

Position changes disclosed by Svb Financial Group for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Ikena Oncology INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR

FAQ

What is Svb Financial Group and what type of investor is it?

Svb Financial Group is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Svb Financial Group's largest equity positions?

Based on the latest 13F filing, Svb Financial Group's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Svb Financial Group make in its most recent portfolio filing?

No notable portfolio changes were recorded for Svb Financial Group in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Svb Financial Group focus on?

Sector breakdown data is not yet available for Svb Financial Group. Check back after the next 13F processing cycle.

Peer Institutions

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Cowen And Company, LLC

CIK 0000048966

Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Kresge Foundation

CIK 0000056822

Total reported value

—

1 stks

2019-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Resource America, INC.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

View detail

Developer Access

Access Svb Financial Group's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/svb-financial-group

CLI

npx alphasmo institutions get svb-financial-group

Full API & MCP documentation →

Personality snowflake

Concentration

Portfolio Stability

Momentum/Contrarian

Sector conviction

Diversification

Sizing Uniformity

—

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/svb-financial-group

Ticker

Issuer

Asset Subclass

Weight

Weight Change

Shares Change

4Q Trend

✓

Ikena Oncology INC

Stock-Other

—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

—

Stdev: +101.8%
Beta: +5.27
Alpha: +5.8%
Max Drawdown: -33.5%
Annualized Perf: +85.8%
Batting Avg vs S&P: +42.1%
Sortino: +2.69
Stutzer: +0.32
Treynor: +0.2
Sterling: +1.97
Calmar: +2.56
Information Ratio: +0.92
Tracking Error: +93.8%
Stdev Down: +39%
Winning Months %: +42.1%
Losing Months %: +57.9%
Best 12 Months: +217.8%
Worst 12 Months: +29.7%
Efficiency Ratio: +0.39
Sharpe: +1.03
Stdev Sectors: —
Skewness: +0.79
Kurtosis: -0.45
Upside Potential: +4.82

Period

Holdings

Total value

Stability

Top holdings

—

—

—

—

$434.2K

$142.4M

$181.4M

$112.8M

$53.2M

$52.9M

$52.3M

$36.6M

Ticker

Issuer

Weight Change

Shares Change

Action

✓

Ikena Oncology INC

—

Unchanged

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR

FAQ

What is Svb Financial Group and what type of investor is it?

What are Svb Financial Group's largest equity positions?

Based on the latest 13F filing, Svb Financial Group's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Svb Financial Group make in its most recent portfolio filing?

No notable portfolio changes were recorded for Svb Financial Group in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Svb Financial Group focus on?

Sector breakdown data is not yet available for Svb Financial Group. Check back after the next 13F processing cycle.