SVB WEALTH LLC

Position in MS — Morgan Stanley

CIK 1626116 BOSTON, MA

Position in MS

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

Position Value

$759,021

+$102,884 QoQ

Shares Held

3,631

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,568

of 2,723 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $2,659,777 across 3 Capital Markets names. MS ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	16,797	$1,549,855
2	MS	Morgan Stanley This page	3,631	$759,021
3	TW	Tradeweb Markets Inc.	3,521	$350,901

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$759,021	3,631	-8.9%	Shares	Sole	2026-07-17
2026-03-31	$656,137	3,987	-6.4%	Shares	Sole	2026-04-17
2025-12-31	$755,921	4,258	-4.4%	Shares	Sole	2026-02-04
2025-09-30	$708,005	4,454	-9.1%	Shares	Sole	2025-11-06
2025-06-30	$690,493	4,902	-70.0%	Shares	Sole	2025-08-14
2024-12-31	$2,053,383	16,333	+5.6%	Shares	Sole	2025-02-05
2024-06-30	$1,502,751	15,462	-18.2%	Shares	Sole	2024-08-06
2024-03-31	$1,780,470	18,909	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$1,767,833	18,958	+1.8%	Shares	Sole	2024-01-30
2023-09-30	$1,520,858	18,622	+2.4%	Shares	Sole	2023-10-23
2023-06-30	$1,552,571	18,180	-16.4%	Shares	Sole	2023-07-24
2023-03-31	$1,908,420	21,736	-1.8%	Shares	Sole	2023-05-12
2022-12-31	$1,882,597	22,143	-4.1%	Shares	Sole	2023-02-10
2022-09-30	$1,824,576	23,093	+17.7%	Shares	Sole	2022-11-09
2022-06-30	$1,491,840	19,614	+22.4%	Shares	Sole	2022-08-16
2022-03-31	$1,400,934	16,029	+2.1%	Shares	Sole	2022-05-13
2021-12-31	$1,540,816	15,697	-75.1%	Shares	Sole	2022-02-15
2021-09-30	$6,128,583	62,980	-0.6%	Shares	Sole	2021-11-09
2021-06-30	$5,811,678	63,384	+2.0%	Shares	Sole	2021-08-13
2021-03-31	$4,826,257	62,146	+90.1%	Shares	Sole	2021-05-11
2020-12-31	$2,240,519	32,694	+21.8%	Shares	Sole	2021-02-10
2020-09-30	$1,297,326	26,832	+23.0%	Shares	Sole	2020-11-10
2020-06-30	$1,053,664	21,815	+9.1%	Shares	Sole	2020-08-05
2020-03-31	$680,000	20,000	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.