Position in BOH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,229,865
+$714,871 QoQ
Shares Held
64,178
+5.5% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 343 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in BOH 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. BOH ranks #14 (1.3% 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 BOH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,229,865 | 64,178 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,514,994 | 60,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,266,944 | 33,157 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,975,501 | 30,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,127,397 | 31,503 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $2,080,480 | 30,165 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,793,467 | 25,175 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,538,618 | 24,512 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,415,718 | 24,746 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,734,005 | 27,793 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,021,344 | 27,896 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $888,805 | 17,887 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||