SVB WEALTH LLC

Position in BAC — Bank Of America Corp /De/

CIK 1626116 BOSTON, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,003,813

+$484,024 QoQ

Shares Held

52,717

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,222

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $7,475,889 across 5 Banks - Diversified names. BAC ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	52,717	$3,003,813
2	BNY	Bank of New York Mellon Corp	14,016	$2,026,852
3	C	Citigroup Inc	10,636	$1,488,612
4	WFC	Wells Fargo & Company/Mn	8,309	$686,653
5	HSBC	Hsbc Holdings PLC	2,839	$269,959

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,003,813	52,717	+2.0%	Shares	Sole	2026-07-17
2026-03-31	$2,519,789	51,688	-11.4%	Shares	Sole	2026-04-17
2025-12-31	$3,209,305	58,351	-9.8%	Shares	Sole	2026-02-04
2025-09-30	$3,336,839	64,680	-2.3%	Shares	Sole	2025-11-06
2025-06-30	$3,132,393	66,196	-35.4%	Shares	Sole	2025-08-14
2025-03-31	$4,275,196	102,449	-15.8%	Shares	Sole	2025-05-14
2024-12-31	$5,346,516	121,650	-6.3%	Shares	Sole	2025-02-05
2024-06-30	$5,164,293	129,854	-13.5%	Shares	Sole	2024-08-06
2024-03-31	$5,691,753	150,099	-0.0%	Shares	Sole	2024-05-15
2023-12-31	$5,054,034	150,105	+7.1%	Shares	Sole	2024-01-30
2023-09-30	$3,837,552	140,159	-6.6%	Shares	Sole	2023-10-23
2023-06-30	$4,306,655	150,110	-14.4%	Shares	Sole	2023-07-24
2023-03-31	$5,017,641	175,442	-17.5%	Shares	Sole	2023-05-12
2022-12-31	$7,040,384	212,572	-23.0%	Shares	Sole	2023-02-10
2022-09-30	$8,341,239	276,200	+58.8%	Shares	Sole	2022-11-09
2022-06-30	$5,414,346	173,927	+2.7%	Shares	Sole	2022-08-16
2022-03-31	$6,979,658	169,327	-1.9%	Shares	Sole	2022-05-13
2021-12-31	$7,675,725	172,527	+1.4%	Shares	Sole	2022-02-15
2021-09-30	$7,224,862	170,197	-7.6%	Shares	Sole	2021-11-09
2021-06-30	$7,593,741	184,180	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$7,176,762	185,494	+0.2%	Shares	Sole	2021-05-11
2020-12-31	$5,612,502	185,170	-0.9%	Shares	Sole	2021-02-10
2020-09-30	$4,502,974	186,923	+6.4%	Shares	Sole	2020-11-10
2020-06-30	$4,174,181	175,755	-1.3%	Shares	Sole	2020-08-05
2020-03-31	$3,780,871	178,091	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.