Managers / Q4 2022 · view latest →
SVB WEALTH LLC
CIK 0001626116 · 53 STATE STREET, 28TH FLOOR, BOSTON, MA, 02110 · 617-223-0200
Reported Value
$7.41T
Q4 2022
Positions
2,185
Filings on Record
30
2019–present window
Filed
Feb 10, 2023
original filing
Summary
Svb Wealth Llc reported $7.41T in U.S.-listed holdings across 2,185 positions for Q4 2022.
Its largest position, Jpmorgan Ultra Short Income Et, represents 5.1% of the portfolio.
Compared with Q3 2022, the fund opened 133 new positions and exited 83.
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 — Q4 2022
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 ↗.