Position in C
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$78,956,614
+$7,843,441 QoQ
Shares Held
564,137
-10.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 20%
Shared 4%
None 77%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,466,291,282 across 19 Banks - Diversified names. C ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,103,189 | $1,015,766,855 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,309,936 | $131,620,153 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,559,804 | $128,902,202 | |
| 4 | C |
Citigroup Inc
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|
564,137 | $78,956,614 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
334,931 | $48,434,370 | |
| 6 | BNS |
Bank Of Nova Scotia
|
189,323 | $16,440,808 | |
| 7 | RY |
Royal Bank Of Canada
|
29,870 | $6,182,193 | |
| 8 | TD |
Toronto Dominion Bank
|
49,769 | $6,043,448 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,956,614 | 564,137 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $71,113,173 | 627,045 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $61,212,540 | 524,574 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $44,852,849 | 441,900 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $39,889,273 | 468,624 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $34,065,756 | 479,867 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $32,905,493 | 467,474 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $28,162,737 | 449,884 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $28,435,029 | 448,078 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $27,122,687 | 428,885 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $20,514,323 | 398,801 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $16,109,056 | 391,662 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $21,603,624 | 469,236 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $21,824,480 | 465,440 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $20,480,369 | 452,805 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||