Position in KB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,972,152
+$763,233 QoQ
Shares Held
28,317
+27.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 362 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 9%
Shared 27%
None 63%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $408,506,750 across 116 Banks - Regional names. KB ranks #27 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in KB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,972,152 | 28,317 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,208,919 | 22,149 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,530,995 | 17,794 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,382,606 | 16,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,305,582 | 15,808 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $828,694 | 15,315 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $892,248 | 15,681 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $943,971 | 15,287 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $850,960 | 15,032 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $852,541 | 16,373 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $773,825 | 18,705 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $819,321 | 19,930 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $731,857 | 20,106 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $536,101 | 14,720 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $307,307 | 7,949 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||