SVB Wealth LLC 

MA

  SEC # 1626116

        

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No  Owner Relationships  (where the Issuers of the  SVB Wealth LLC-owned  securities are...)

        

but there are...  Recent Holdings Reports for this and 4 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
1/30/24			12/31/23				1,890		$4,110,049		MA	SVB Wealth LLC
							23		$262		MA	North American Management Corp.
							13		$246		NY	Pinnacle Associates Ltd.
							155		$1,438		KY	River Road Asset Management, LLC
10/23/23			9/30/23				1,807		$4,553		MA	SVB Wealth LLC
											and 3 Other Managers
7/24/23			6/30/23				1,986		$5,376,647		MA	SVB Wealth LLC
							29		$172		DE	BlackRock Investment Management, LLC
											and 3 Other Managers
5/12/23			3/31/23				2,127		$7,155		MA	SVB Wealth LLC
											and 4 Other Managers
2/10/23			12/31/22				2,185		$7,408		MA	SVB Wealth LLC
											and 4 Other Managers
11/9/22			9/30/22				2,054		$6,848		MA	SVB Wealth LLC
											and 4 Other Managers
8/15/22			6/30/22				1,501		$6,501		MA	SVB Wealth LLC
											and 4 Other Managers
5/13/22			3/31/22				1,516		$7,444		MA	SVB Wealth LLC
											and 4 Other Managers

        

No  Issuer Relationships  (where the Owners of the  SVB Wealth LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

1  Filing Agent or Registrant has submitted Filings for  SVB Wealth LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
On		Type
1/30/24		13F-HR			No Filing Agent:  Self-filed — 1626116		38
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.