SVB WEALTH LLC

Q3 2025 13F Detailed Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Value ($000)
$1,858,250
Num holdings
1,510
Date filed
11/6/2025
Form type
13F-HR
Prev filing
8/13/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

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