Skip to main content

Corient Private Wealth LLC

Position in CCB — Coastal Financial Corp

CIK 1948780 MIAMI, FL

Position in CCB

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$462,579
-$726,864 QoQ
Shares Held
5,968
-61.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 193 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $408,239,213 across 116 Banks - Regional names. CCB ranks #84 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $462,579 5,968
2026-03-31 $1,189,443 15,630