Position in CSHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$84,696
New position
Shares Held
22,466
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 24 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,100,526,720 across 35 Capital Markets names. CSHR ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
588,605 | $595,297,437 | |
| 2 | MS |
Morgan Stanley
|
11,623,125 | $352,754,944 | |
| 3 | SCHW |
Schwab Charles Corp
|
730,794 | $67,430,361 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
276,832 | $24,095,457 | |
| 5 | EVR |
Evercore Inc.
|
41,176 | $14,059,133 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,810 | $8,678,560 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
72,676 | $7,287,948 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,873 | $4,275,125 |
All Filings in CSHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,696 | 22,466 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||