Position in BSRR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$216,313
New position
Shares Held
5,307
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 124 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 39%
Shared 0%
None 61%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $408,239,213 across 116 Banks - Regional names. BSRR ranks #108 (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 BSRR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,313 | 5,307 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||