Broadridge Financial Solutions

CUSIP: 11133t103 Class: COM

SVB WEALTH LLC's Holding History (CIK: 0001626116)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 27,330 Value ($000) $6,099 Avg Close Range
Q3 2025
Shares 31,845 Value ($000) $7,585 Avg Close Range
Q2 2025
Shares 36,360 Value ($000) $8,837 Avg Close Range
Q1 2025
Shares 54,362 Value ($000) $13,181 Avg Close Range
Q4 2024
Shares 77,377 Value ($000) $17,494 Avg Close Range
Q2 2024
Shares 86,978 Value ($000) $17,135 Avg Close Range
Q1 2024
Shares 90,110 Value ($000) $18,460 Avg Close Range
Q4 2023
Shares 94,431 Value ($000) $19,429 Avg Close Range
Q3 2023
Shares 125,482 Value ($000) $22,467 Avg Close Range
Q2 2023
Shares 135,436 Value ($000) $22,432 Avg Close Range
Q1 2023
Shares 193,590 Value ($000) $28,375 Avg Close Range
Q4 2022
Shares 206,792 Value ($000) $27,737 Avg Close Range
Q3 2022
Shares 197,924 Value ($000) $28,564 Avg Close Range
Q2 2022
Shares 203,842 Value ($000) $29,057 Avg Close Range
Q1 2022
Shares 205,794 Value ($000) $32,044 Avg Close Range
Q4 2021
Shares 193,794 Value ($000) $35,429 Avg Close Range
Q3 2021
Shares 195,135 Value ($000) $32,517 Avg Close Range
Q2 2021
Shares 196,686 Value ($000) $31,770 Avg Close Range
Q1 2021
Shares 198,421 Value ($000) $30,378 Avg Close Range
Q1 2016
Shares 139,902 Value ($000) $8,298 Avg Close Range
Q4 2015
Shares 147,334 Value ($000) $7,916 Avg Close Range
Q3 2015
Shares 149,983 Value ($000) $8,302 Avg Close Range
Q2 2015
Shares 169,231 Value ($000) $8,463 Avg Close Range
Q1 2015
Shares 182,045 Value ($000) $10,014 Avg Close Range
Q4 2014
Shares 196,008 Value ($000) $9,052 Avg Close Range