Corient Private Wealth LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1948780 MIAMI, FL

Position in COLB

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,710,027

+$517,563 QoQ

Shares Held

53,355

+22.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#204

of 550 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 17% Shared 3% None 80%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $408,239,213 across 116 Banks - Regional names. COLB ranks #50 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,710,027	53,355	+22.7%	Shares	Sole	2026-08-17
2026-03-31	$1,192,464	43,473	-8.4%	Shares	Sole	2026-05-15
2025-12-31	$1,326,702	47,467	+37.9%	Shares	Sole	2026-03-09
2025-09-30	$885,815	34,414	-2.7%	Shares	Defined	2025-11-14
2025-06-30	$826,927	35,369	+18.3%	Shares	Sole	2025-09-26
2025-03-31	$745,755	29,902	+24.1%	Shares	Defined	2025-05-14
2024-12-31	$650,724	24,092	-47.9%	Shares	Sole	2025-02-10
2024-09-30	$1,208,370	46,280	+24.2%	Shares	Sole	2024-11-12
2024-06-30	$740,942	37,252	+6.8%	Shares	Sole	2024-08-13
2024-03-31	$674,869	34,877	-3.4%	Shares	Sole	2024-05-09
2023-12-31	$963,468	36,112	+226.4%	Shares	Sole	2024-02-09
2023-06-30	$224,398	11,065	+1.8%	Shares	Sole	2023-08-10
2023-03-31	$232,835	10,870	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.