SVB WEALTH LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1626116 BOSTON, MA

Position in WFC

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

Position Value

$686,653

-$10,568 QoQ

Shares Held

8,309

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,594

of 2,858 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $7,475,889 across 5 Banks - Diversified names. WFC ranks #4 (9.2% 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	10,636	$1,488,612
4	WFC	Wells Fargo & Company/Mn This page	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	$686,653	8,309	-5.1%	Shares	Sole	2026-07-17
2026-03-31	$697,221	8,758	-14.9%	Shares	Sole	2026-04-17
2025-12-31	$959,120	10,291	-4.1%	Shares	Sole	2026-02-04
2025-09-30	$899,051	10,726	-18.3%	Shares	Defined	2025-11-06
2025-06-30	$1,051,491	13,124	-73.6%	Shares	Sole	2025-08-14
2024-12-31	$3,486,502	49,637	-5.7%	Shares	Sole	2025-02-05
2024-06-30	$3,127,714	52,664	-12.1%	Shares	Sole	2024-08-06
2024-03-31	$3,472,441	59,911	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$3,008,719	61,128	+2.7%	Shares	Sole	2024-01-30
2023-09-30	$2,432,354	59,529	-9.7%	Shares	Sole	2023-10-23
2023-06-30	$2,814,191	65,937	-9.4%	Shares	Sole	2023-07-24
2023-03-31	$2,720,029	72,767	-4.9%	Shares	Sole	2023-05-12
2022-12-31	$3,160,666	76,548	-6.9%	Shares	Sole	2023-02-10
2022-09-30	$3,307,210	82,228	+48.0%	Shares	Sole	2022-11-09
2022-06-30	$2,176,832	55,574	+4.7%	Shares	Sole	2022-08-16
2022-03-31	$2,571,190	53,058	+5.4%	Shares	Sole	2022-05-13
2021-12-31	$2,415,408	50,342	+16.8%	Shares	Sole	2022-02-15
2021-09-30	$2,000,085	43,096	-1.6%	Shares	Sole	2021-11-09
2021-06-30	$1,984,244	43,812	-0.8%	Shares	Sole	2021-08-13
2021-03-31	$1,725,720	44,170	+2.4%	Shares	Sole	2021-05-11
2020-12-31	$1,301,331	43,119	-8.9%	Shares	Sole	2021-02-10
2020-09-30	$1,112,845	47,335	-24.0%	Shares	Sole	2020-11-10
2020-06-30	$1,595,059	62,307	-47.6%	Shares	Sole	2020-08-05
2020-03-31	$3,414,295	118,965	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.