Managers / Q2 2020 · view latest →
SVB WEALTH LLC
CIK 0001626116 · 53 STATE STREET, 28TH FLOOR, BOSTON, MA, 02110 · 617-223-0200
Reported Value
$5.4B
Q2 2020
Positions
758
Filings on Record
30
2019–present window
Filed
Aug 5, 2020
original filing
Summary
Svb Wealth Llc reported $5.4B in U.S.-listed holdings across 758 positions for Q2 2020.
Its largest position, SGOV, represents 13.9% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 1,500 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.7B | 1,311 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.9B | 1,510 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.9B | 1,684 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.4B | 2,531 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $5.4B | 1,588 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $118M | 34 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $4.0B | 1,567 | Aug 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $4.5B | 1,873 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $4.1B | 1,890 | Jan 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $4.6B | 1,807 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $5.5B | 1,986 | Jul 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $7.2B | 2,127 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $7.41T | 2,185 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $6.8B | 2,054 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $6.5B | 1,501 | Aug 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $7.5B | 1,516 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $6.1B | 1,525 | Feb 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $7.8B | 1,896 | Nov 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $7.9B | 1,850 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $7.2B | 1,697 | May 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $6.8B | 1,551 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $6.1B | 1,317 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $5.4B | 758 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $4.1B | 663 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $5.5B | 760 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $5.0B | 613 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $3.0B | 611 | Jul 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $2.5B | 474 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $2.3B | 803 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 4 additional managers.
- PINNACLE ASSOCIATES LTD028-01669
- BlackRock Investment Management, LLC028-12016
- NORTH AMERICAN MANAGEMENT CORP028-02686
- River Road Asset Management, LLC028-11487
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.