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Svb Wealth LLC

SVB WEALTH LLC
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Ticker–Börse–
ISIN–CIK0001626116
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Unternehmen & Branche

NameSVB WEALTH LLC
Ticker
CIK0001626116

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
LPL Financial LLC17.663.25515.974.7461.688.509900.236.980Aufgestockt+10,6%
MORGAN STANLEY15.745.60413.691.3972.054.207698.932.882Aufgestockt+15,0%
BANK OF AMERICA CORP /DE/17.268.46717.502.461-233.994648.513.489Reduziert-1,3%
UBS Group AG10.839.84410.230.727609.117554.302.700Aufgestockt+6,0%
RAYMOND JAMES FINANCIAL INC12.963.89412.328.065635.829529.592.005Aufgestockt+5,2%
WELLS FARGO & COMPANY/MN13.091.53513.608.510-516.975525.726.964Reduziert-3,8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP6.183.7068.462.245-2.278.539415.914.798Reduziert-26,9%
AMERIPRISE FINANCIAL INC8.034.1247.648.823385.301414.468.327Aufgestockt+5,0%
BlackRock, Inc.10.742.07810.643.94098.138403.713.572Aufgestockt+0,9%
RPOA Advisors, Inc.3.548.87813.423.453-9.874.575361.405.763Reduziert-73,6%
ENVESTNET ASSET MANAGEMENT INC6.420.8535.526.236894.617324.019.913Aufgestockt+16,2%
FRANKLIN RESOURCES INC15.013.82515.147.054-133.229322.974.125Reduziert-0,9%
JANE STREET GROUP, LLC4.531.1893.179.9871.351.202313.617.447Aufgestockt+42,5%
VANGUARD GROUP INC9.301.41409.301.414289.776.586Neu+100,0%
FMR LLC7.978.8918.371.284-392.393289.211.154Reduziert-4,7%
NORTHERN TRUST CORP4.967.6614.794.517173.144266.521.603Aufgestockt+3,6%
ROYAL BANK OF CANADA4.905.0845.025.278-120.194256.610.000Reduziert-2,4%
FOSTER DYKEMA CABOT & PARTNERS, LLC4.154.7244.025.851128.873210.312.114Aufgestockt+3,2%
GOLDMAN SACHS GROUP INC6.869.7658.203.804-1.334.039200.863.720Reduziert-16,3%
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.819.4812.957.412-137.931187.659.716Reduziert-4,7%
Cetera Investment Advisers3.815.3743.234.589580.785185.670.966Aufgestockt+18,0%
CITADEL ADVISORS LLC3.196.6614.715.927-1.519.266178.253.972Reduziert-32,2%
SEI INVESTMENTS CO6.997.9097.116.653-118.744175.080.104Reduziert-1,7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.717.6252.524.403193.222172.182.297Aufgestockt+7,7%
DIMENSIONAL FUND ADVISORS LP5.686.3935.594.59591.798171.060.624Aufgestockt+1,6%
JONES FINANCIAL COMPANIES LLLP2.645.2372.208.755436.482168.972.081Aufgestockt+19,8%
SCHRODER INVESTMENT MANAGEMENT GROUP2.155.7901.491.635664.155159.614.692Aufgestockt+44,5%
COMMONWEALTH EQUITY SERVICES, LLC2.562.0702.617.543-55.473154.656.759Reduziert-2,1%
VANGUARD CAPITAL MANAGEMENT LLC4.860.91404.860.914146.610.618Neu+100,0%
CWM, LLC1.307.753799.542508.211138.183.971Aufgestockt+63,6%
Focus Partners Wealth1.145.2433.142.837-1.997.594131.382.231Reduziert-63,6%
HighTower Advisors, LLC1.857.3263.643.805-1.786.479123.889.441Reduziert-49,0%
OSAIC HOLDINGS, INC.2.548.2762.640.020-91.744117.203.692Reduziert-3,5%
Temasek Holdings (Private) Ltd1.973.9431.973.943099.920.995Unverändert0,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.094.5383.343.299-1.248.76197.967.885Reduziert-37,4%
DONALDSON CAPITAL MANAGEMENT, LLC1.925.8992.150.661-224.76297.488.991Reduziert-10,5%
STATE STREET CORP3.049.1162.606.707442.40995.494.239Aufgestockt+17,0%
Destination Wealth Management982.262943.23339.02987.760.598Aufgestockt+4,1%
Private Advisor Group, LLC1.456.7201.309.361147.35987.388.873Aufgestockt+11,3%
GEODE CAPITAL MANAGEMENT, LLC2.682.4322.299.349383.08381.622.107Aufgestockt+16,7%
Integrated Wealth Concepts LLC1.135.469888.659246.81078.155.982Aufgestockt+27,8%
Patriot Financial Partners GP II, L.P.3.149.5801.831.4371.318.14377.218.867Aufgestockt+72,0%
JPMORGAN CHASE & CO1.679.19001.679.19074.790.672Neu+100,0%
MML INVESTORS SERVICES, LLC1.484.5141.788.392-303.87873.864.055Reduziert-17,0%
Mariner, LLC1.697.7181.971.145-273.42773.430.562Reduziert-13,9%
Fisher Asset Management, LLC1.619.4981.694.690-75.19272.440.147Reduziert-4,4%
VICTORY CAPITAL MANAGEMENT INC2.008.7172.155.337-146.62069.107.344Reduziert-6,8%
Gilbert & Cook, Inc.1.001.204972.58228.62267.200.838Aufgestockt+2,9%
STIFEL FINANCIAL CORP1.402.4871.304.06698.42166.130.596Aufgestockt+7,5%
MGO ONE SEVEN LLC853.370766.04687.32462.232.199Aufgestockt+11,4%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
LPL Financial LLC17.663.25515.974.746+10,6%900.236.9805,3517 Q
MORGAN STANLEY15.745.60413.691.397+15,0%698.932.8824,1617 Q
BANK OF AMERICA CORP /DE/17.268.46717.502.461-1,3%648.513.4893,8614 Q
UBS Group AG10.839.84410.230.727+6,0%554.302.7003,3017 Q
RAYMOND JAMES FINANCIAL INC12.963.89412.328.065+5,2%529.592.0053,156 Q
WELLS FARGO & COMPANY/MN13.091.53513.608.510-3,8%525.726.9643,1317 Q
SUSQUEHANNA INTERNATIONAL GROUP, LLP6.183.7068.462.245-26,9%415.914.7982,4717 Q
AMERIPRISE FINANCIAL INC8.034.1247.648.823+5,0%414.468.3272,4717 Q
BlackRock, Inc.10.742.07810.643.940+0,9%403.713.5722,407 Q
RPOA Advisors, Inc.3.548.87813.423.453-73,6%361.405.7632,1510 Q
ENVESTNET ASSET MANAGEMENT INC6.420.8535.526.236+16,2%324.019.9131,9317 Q
FRANKLIN RESOURCES INC15.013.82515.147.054-0,9%322.974.1251,9217 Q
JANE STREET GROUP, LLC4.531.1893.179.987+42,5%313.617.4471,8717 Q
FMR LLC7.978.8918.371.284-4,7%289.211.1541,7217 Q
NORTHERN TRUST CORP4.967.6614.794.517+3,6%266.521.6031,5917 Q
ROYAL BANK OF CANADA4.905.0845.025.278-2,4%256.610.0001,5317 Q
FOSTER DYKEMA CABOT & PARTNERS, LLC4.154.7244.025.851+3,2%210.312.1141,2510 Q
GOLDMAN SACHS GROUP INC6.869.7658.203.804-16,3%200.863.7201,1917 Q
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.819.4812.957.412-4,7%187.659.7161,1217 Q
Cetera Investment Advisers3.815.3743.234.589+18,0%185.670.9661,1017 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓1.559413,517.390
31.12.2025✓1.546439,518.916
30.09.2025✓1.484436,218.785
30.06.2025✓1.426398,315.958
31.03.2025✓1.461451,016.927
31.12.2024✓1.450484,418.091

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main551.26451.024.996
Nvest Wealth Strategies, Inc.431.59428.260.774
Pinnacle Financial Partners, Inc.438.70325.793.903
HighPoint Advisor Group LLC385.58925.539.781
NFJ INVESTMENT GROUP, LLC444.09914.819.583
J. R. Prunier Capital Management LLC178.51411.689.101
Harbour Wealth Management Group, Inc.95.9918.960.751
UMB Bank, n.a.227.8107.665.194
Wealth Enhancement Trust Services, Inc.126.3956.978.082
Checchi Capital Advisers, LLC189.7216.012.258

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
BlackRock, Inc.10.643.9402.174.758+25.7 %403.328.606
GOLDMAN SACHS GROUP INC8.203.8042.114.777+34.7 %259.310.294
BANK OF AMERICA CORP /DE/17.502.4612.017.333+13.0 %730.022.931
FOSTER DYKEMA CABOT & PARTNERS, LLC4.025.8511.846.242+84.7 %203.627.544
TWO SIGMA INVESTMENTS, LP2.019.5691.814.129+883.0 %40.027.082
WCG Wealth Advisors LLC1.493.5081.086.253+266.7 %39.467.930
LPL Financial LLC15.974.746876.941+5.8 %812.810.421
UBS Group AG10.230.727798.318+8.5 %543.936.270
RAYMOND JAMES FINANCIAL INC12.328.065714.399+6.2 %492.016.558
SUSQUEHANNA INTERNATIONAL GROUP, LLP8.462.245668.975+8.6 %664.235.201

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
JANE STREET GROUP, LLC3.179.987-2.880.824-47.5 %246.389.808
FMR LLC8.371.284-1.228.089-12.8 %302.294.064
ENVESTNET ASSET MANAGEMENT INC5.526.236-1.224.986-18.1 %309.114.769
WELLINGTON MANAGEMENT GROUP LLP2.047.052-706.560-25.7 %52.641.900
CITADEL ADVISORS LLC4.715.927-676.010-12.5 %349.264.542
FRANKLIN RESOURCES INC15.147.054-595.376-3.8 %328.669.340
Focus Partners Advisor Solutions, LLC12.120-564.763-97.9 %298.528
Municipal Employees' Retirement System of Michigan844.062-528.148-38.5 %62.157
Bogart Wealth, LLC49.178-503.785-91.1 %2.703.223
ENZI WEALTH200.483-402.612-66.8 %13.745.109

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