SVB WEALTH LLC

Q1 2026 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Value ($000)
$1,518,027,585
Num holdings
1,500
Date filed
4/17/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/17/2026
 Price As-Of
3/31/2026
 Price Now
4/24/2026

Other Managers

Num Name File Number
1 APERIO GROUP, LLC
3 BOSTON PARTNERS
4 BRAMSHILL INVESTMENTS, LLC
7 GW&K INVESTMENT MANAGEMENT, LLC
8 LYRICAL ASSET MANAGEMENT LP
9 PARAMETRIC PORTFOLIO ASSOCIATES
11 PINNACLE ASSOCIATES, LTD.
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC
14 SPIDERROCK ADVISORS, LLC