SVB WEALTH LLC

Position in C — Citigroup Inc

CIK 1626116 BOSTON, MA

Position in C

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

Position Value

$1,488,612

+$90,950 QoQ

Shares Held

10,636

-13.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,171

of 2,617 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $7,475,889 across 5 Banks - Diversified names. C ranks #3 (19.9% 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	14,016	$2,026,852
3	C	Citigroup Inc This page	10,636	$1,488,612
4	WFC	Wells Fargo & Company/Mn	8,309	$686,653
5	HSBC	Hsbc Holdings PLC	2,839	$269,959

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,488,612	10,636	-13.7%	Shares	Sole	2026-07-17
2026-03-31	$1,397,662	12,324	-2.3%	Shares	Sole	2026-04-17
2025-12-31	$1,471,576	12,611	-5.1%	Shares	Sole	2026-02-04
2025-09-30	$1,349,238	13,293	-18.0%	Shares	Sole	2025-11-06
2025-06-30	$1,379,452	16,206	-26.9%	Shares	Sole	2025-08-14
2024-12-31	$1,561,319	22,181	-21.7%	Shares	Sole	2025-02-05
2024-06-30	$1,798,646	28,343	-20.9%	Shares	Sole	2024-08-06
2024-03-31	$2,265,192	35,819	+8.5%	Shares	Sole	2024-05-15
2023-12-31	$1,697,673	33,003	+11.9%	Shares	Sole	2024-01-30
2023-09-30	$1,212,964	29,491	-34.3%	Shares	Sole	2023-10-23
2023-06-30	$2,067,103	44,898	-10.3%	Shares	Sole	2023-07-24
2023-03-31	$2,345,718	50,026	+4.7%	Shares	Sole	2023-05-12
2022-12-31	$2,161,496	47,789	-44.8%	Shares	Sole	2023-02-10
2022-09-30	$3,605,538	86,526	+100.7%	Shares	Sole	2022-11-09
2022-06-30	$1,982,812	43,114	+19.3%	Shares	Sole	2022-08-16
2022-03-31	$1,929,555	36,134	+4.5%	Shares	Sole	2022-05-13
2021-12-31	$2,087,621	34,569	-17.3%	Shares	Sole	2022-02-15
2021-09-30	$2,932,822	41,790	+28.6%	Shares	Sole	2021-11-09
2021-06-30	$2,299,445	32,501	-2.9%	Shares	Sole	2021-08-13
2021-03-31	$2,435,742	33,481	+4.5%	Shares	Sole	2021-05-11
2020-12-31	$1,976,141	32,049	-11.4%	Shares	Sole	2021-02-10
2020-09-30	$1,558,684	36,156	+48.9%	Shares	Sole	2020-11-10
2020-06-30	$1,240,810	24,282	-9.1%	Shares	Sole	2020-08-05
2020-03-31	$1,124,814	26,705	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.