AI Portfolio Summary
In 2025 Q3, SVB FINANCIAL GROUP maintained a portfolio of 1 distinct positions.
Total Positions
1
Quarter
2025 Q3
Top Holding
COIN (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-1 of 1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
COIN
COINBASE GLOBAL...
|
Financial Services | 100.00% | 100.00% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
2,437 | $434,200 | 2022 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-1 of 1 holdings