Position in BSAC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$230,872
-$123,335 QoQ
Shares Held
7,011
-33.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 157 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 1%
Shared 3%
None 95%
Common Shares in BSAC 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. BSAC ranks #103 (0.1% 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 BSAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,872 | 7,011 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $354,207 | 10,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $291,967 | 9,385 | Shares | Sole | 2026-03-09 | |
| 2024-12-31 | $231,676 | 12,284 | Shares | Other | 2025-02-10 | |
| 2024-06-30 | $191,444 | 10,167 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $204,943 | 10,335 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||