Position in BBD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$119,912
-$21,605 QoQ
Shares Held
34,557
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#188
of 303 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 2%
Shared 48%
None 51%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $408,239,213 across 116 Banks - Regional names. BBD ranks #114 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
361,525 | $89,014,685 | |
| 2 | USB |
US Bancorp De
|
465,118 | $28,093,127 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,195,010 | $21,187,527 | |
| 4 | FITB |
Fifth Third Bancorp
|
375,002 | $21,138,862 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
287,137 | $19,867,009 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
395,589 | $16,669,529 | |
| 7 | MTB |
M&T Bank Corp
|
66,705 | $15,876,457 | |
| 8 | KEY |
Keycorp /New/
|
597,182 | $12,191,861 |
All Filings in BBD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,912 | 34,557 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $141,517 | 38,772 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $133,859 | 40,198 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $135,689 | 40,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $129,856 | 42,025 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $86,128 | 38,623 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $37,739 | 16,848 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $71,519 | 25,007 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $109,098 | 31,171 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $94,713 | 33,233 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $115,605 | 33,412 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $79,008 | 30,156 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $31,699 | 11,007 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||