Position in RF
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,542,605
+$175,957 QoQ
Shares Held
173,913
+7.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,989,735 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
93,814 | $2,162,409 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,797 | $688,675 | |
| 3 | FITB |
Fifth Third Bancorp
|
8,437 | $475,591 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,066 | $354,972 | |
| 5 | USB |
US Bancorp De
|
3,753 | $226,680 | |
| 6 | LYG |
Lloyds Banking Group plc
|
13,964 | $81,408 |
All Filings in RF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,542,605 | 173,913 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,366,648 | 161,131 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,908,744 | 148,227 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,405,130 | 144,776 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,896,325 | 133,287 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $880,964 | 37,456 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $251,221 | 12,536 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $279,600 | 13,289 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $257,462 | 13,285 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $223,201 | 12,026 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $337,931 | 15,674 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $340,386 | 16,960 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $248,065 | 11,144 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $204,106 | 9,578 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||