SW
AL

SVB Wealth’s Air Lease Corp AL Stock Holding History

SVB Wealth’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,074
Closed -$51.9K – 480
2025
Q1 		$51.9K Buy
+1,074
New +$50.4K ﹤0.01% 536
2024
Q2 		– Sell
-4,059
Closed -$209K – 749
2024
Q1 		$209K Buy
+4,059
New +$174K ﹤0.01% 751
2021
Q4 		– Sell
-12,850
Closed -$506K – 807
2021
Q3 		$506K Buy
12,850
+3,246
+34% +$132K 0.01% 593
2021
Q2 		$401K Buy
9,604
+2,305
+32% +$107K 0.01% 649
2021
Q1 		$358K Buy
+7,299
New +$333K 0.01% 623
2017
Q2 		– Sell
-5,535
Closed -$214K – 476
2017
Q1 		$214K Sell
5,535
-735
-12% -$27.7K 0.01% 451
2016
Q4 		$215K Buy
+6,270
New +$206K 0.01% 456

Other funds holding AL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return