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Corient Private Wealth LLC

CIK
1948780
City
MIAMI
State / Country
FL

Top Portfolio Positions

2,100 positions · $44,404,630,886 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in PACS

Export CSV

Shares Held

Position Value (USD)

4 quarters on record
Report Date Value (USD) Shares
2026-03-31 $4,823,331 150,166
2025-12-31 $6,528,296 170,052
2025-09-30 $1,799,948 131,096
2025-06-30 $532,665 41,228