SVB WEALTH LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1626116 BOSTON, MA

Position in BNY

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

Position Value

$2,026,852

+$15,957 QoQ

Shares Held

14,016

-17.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#713

of 1,868 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $7,475,889 across 5 Banks - Diversified names. BNY ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	52,717	$3,003,813
2	BNY	Bank of New York Mellon Corp This page	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	$2,026,852	14,016	-17.3%	Shares	Sole	2026-07-17
2026-03-31	$2,010,895	16,951	-1.1%	Shares	Sole	2026-04-17
2025-12-31	$1,989,083	17,134	-22.8%	Shares	Sole	2026-02-04
2025-09-30	$2,418,148	22,193	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$2,017,173	22,140	-38.3%	Shares	Sole	2025-08-14
2025-03-31	$3,007,745	35,862	-20.6%	Shares	Sole	2025-05-14
2024-12-31	$3,468,873	45,150	-42.6%	Shares	Sole	2025-02-05
2024-06-30	$4,712,024	78,678	-24.9%	Shares	Sole	2024-08-06
2024-03-31	$6,037,768	104,786	-56.7%	Shares	Sole	2024-05-15
2023-12-31	$12,588,032	241,845	-23.7%	Shares	Sole	2024-01-30
2023-09-30	$13,516,125	316,908	-9.3%	Shares	Sole	2023-10-23
2023-06-30	$15,547,452	349,224	-24.2%	Shares	Sole	2023-07-24
2023-03-31	$20,921,575	460,422	-7.2%	Shares	Sole	2023-05-12
2022-12-31	$22,593,032	496,332	-1.4%	Shares	Sole	2023-02-10
2022-09-30	$19,399,942	503,633	-4.3%	Shares	Sole	2022-11-09
2022-06-30	$21,940,585	526,027	+1.9%	Shares	Sole	2022-08-16
2022-03-31	$25,609,873	516,016	+10.3%	Shares	Sole	2022-05-13
2021-12-31	$27,175,457	467,897	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$24,169,103	466,225	+1.3%	Shares	Sole	2021-11-09
2021-06-30	$23,575,072	460,181	+2.5%	Shares	Sole	2021-08-13
2021-03-31	$21,228,008	448,890	+26.6%	Shares	Sole	2021-05-11
2020-12-31	$15,051,472	354,653	+2457.7%	Shares	Sole	2021-02-10
2020-09-30	$476,157	13,866	+24.7%	Shares	Sole	2020-11-10
2020-06-30	$429,865	11,122	+3.3%	Shares	Sole	2020-08-05
2020-03-31	$362,497	10,763	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.