Svb Wealth LLC Standard Chartered PLC Adr (Uk Transaction History

Svb Wealth LLC

$1.85 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$14.41 - $17.83 $79,182 - $97,975	-5,495 Reduced 34.56%	10,406 $179,000
Q4 2023 Jan 30, 2024	SELL	$14.99 - $18.8 $86,267 - $108,194	-5,755 Reduced 26.57%	15,901 $269,000
Q3 2023 Oct 23, 2023	SELL	$17.01 - $19.55 $18,642 - $21,426	-1,096 Reduced 4.82%	21,656 $399,000
Q2 2023 Jul 24, 2023	SELL	$15.01 - $17.58 $46,876 - $54,902	-3,123 Reduced 12.07%	22,752 $394,000
Q1 2023 May 12, 2023	SELL	$14.51 - $19.03 $102,904 - $134,960	-7,092 Reduced 21.51%	25,875 $390,000
Q4 2022 Feb 10, 2023	SELL	$11.82 - $15.33 $3,404 - $4,415	-288 Reduced 0.87%	32,967 $492,000
Q3 2022 Nov 09, 2022	SELL	$12.33 - $15.25 $10,418 - $12,886	-845 Reduced 2.48%	33,255 $412,000
Q2 2022 Aug 16, 2022	BUY	$12.14 - $16.42 $413,974 - $559,922	34,100 New	34,100 $520,000

Others Institutions Holding SCBFY

# of Institutions

12

Shares Held

429K

Call Options Held

0

Put Options Held

0

Thomas White International LTD Chicago, IL

206K
Shares

$8.27 Million
0.76% of portfolio
Ramirez Asset Management, Inc. New York, NY

190K
Shares

$7.62 Million
0.95% of portfolio
Sterling Capital Management LLC Charlotte, NC

14.3K
Shares

$575,292
0.01% of portfolio
Rhumbline Advisers Boston, MA

11.3K
Shares

$453,285
0.0% of portfolio
Gamma Investing LLC Foster City, CA

7.14K
Shares

$286,621
0.02% of portfolio

About STANDARD CHARTERED PLC ADR (UK

Ticker SCBFY
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,447,369,984
Market Cap $58.1B

More about SCBFY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.