Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Svb Financial Group (SIVBQ)
← All SIVBQ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.07 SEC
2022   Q4 10,947 0.07 Add 74.04% 0.03 $230.14 $2,519,343 SEC
2022   Q3 6,290 0.06 Add 87.09% 0.03 $335.77 $2,112,000 SEC
2022   Q2 3,362 0.04 Add 5.06% <0.01 $395.00 $1,328,000 SEC
2022   Q1 3,200 0.06 Reduce 45.68% 0.06 $559.38 $1,790,000 SEC
2021   Q4 5,891 0.13 Add 55.97% 0.05 $678.32 $3,996,000 SEC
2021   Q3 3,777 0.10 Reduce 41.87% 0.06 $646.81 $2,443,000 SEC
2021   Q2 6,497 0.15 Add 1.83% <0.01 $556.41 $3,615,000 SEC
2021   Q1 6,380 0.14 Reduce 40.04% 0.05 $493.73 $3,150,000 SEC
2020   Q4 10,640 0.14 Buy 0.14 $387.88 $4,127,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 SEC
2020   Q1 2,306 <0.01 Reduce 49.25% 0.01 $150.91 $348,000 SEC
2019   Q4 4,544 0.02 Reduce 12.53% <0.01 $251.10 $1,141,000 SEC
2019   Q3 5,195 0.02 Reduce 52.30% 0.02 $208.85 $1,085,000 SEC
2019   Q2 10,892 0.04 Reduce 23.63% 0.01 $224.57 $2,446,000 SEC
2019   Q1 14,263 0.05 Buy 0.05 $222.39 $3,172,000 SEC
2018   Q4 0 0.00 Sell 100.00% <0.01 SEC
2018   Q3 1,554 <0.01 Add 26.65% <0.01 $310.81 $483,000 SEC
2018   Q2 1,227 <0.01 Buy <0.01 $288.51 $354,000 SEC
2014   Q4 0 0.00 Sell 100.00% <0.01 SEC
2014   Q3 1,923 <0.01 Add 0.37% $112.32 $216,000 SEC
2014   Q2 1,916 <0.01 Add 15.84% <0.01 $116.39 $223,000 SEC
2014   Q1 1,654 <0.01 Reduce 46.49% <0.01 $128.78 $213,000 SEC
2013   Q4 3,091 <0.01 Buy <0.01 $104.82 $324,000 SEC