Position in CFBK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$329,756
+$34,972 QoQ
Shares Held
11,815
0.0% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $320,766,455 across 100 Banks - Regional names. CFBK ranks #83 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
334,767 | $69,661,664 | |
| 2 | USB |
US Bancorp De
|
428,092 | $22,265,064 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
249,156 | $14,941,884 | |
| 4 | FITB |
Fifth Third Bancorp
|
320,806 | $14,904,645 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
257,712 | $14,849,365 | |
| 6 | MTB |
M&T Bank Corp
|
61,186 | $12,648,369 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
789,982 | $12,363,218 | |
| 8 | KEY |
Keycorp /New/
|
573,355 | $11,495,767 |
All Filings in CFBK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,756 | 11,815 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,784 | 11,815 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $282,969 | 11,815 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $283,205 | 11,815 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $260,402 | 11,815 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $301,755 | 11,815 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||