Position in MFG
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,075,822
+$384,056 QoQ
Shares Held
216,683
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 461 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 11%
Shared 17%
None 72%
Common Shares in MFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $397,494,756 across 122 Banks - Regional names. MFG ranks #42 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
328,765 | $80,948,517 | |
| 2 | USB |
US Bancorp De
|
446,932 | $26,994,692 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,181,747 | $20,952,374 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
275,354 | $19,051,742 | |
| 5 | FITB |
Fifth Third Bancorp
|
336,543 | $18,970,928 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
240,566 | $16,856,459 | |
| 7 | MTB |
M&T Bank Corp
|
59,837 | $14,241,803 | |
| 8 | KEY |
Keycorp /New/
|
466,392 | $10,750,335 |
All Filings in MFG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,075,822 | 216,683 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $1,691,766 | 213,069 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,374,513 | 187,775 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,147,561 | 171,278 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,362,143 | 244,990 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $817,815 | 148,424 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $715,645 | 146,349 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $562,230 | 134,505 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $592,047 | 139,964 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $563,874 | 141,677 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $524,877 | 152,581 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $557,274 | 162,471 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $533,989 | 173,938 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $525,413 | 186,317 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $340,158 | 119,774 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||