Corient IA LLC

Position in RY — Royal Bank Of Canada

CIK 2058426 MIAMI, FL

Position in RY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$144,879

-$177,063 QoQ

Shares Held

700

-64.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#839

of 980 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Corient IA LLC holds $497,455 across 4 Banks - Diversified names. RY ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSBC	Hsbc Holdings PLC	1,980	$188,278
2	RY	Royal Bank Of Canada This page	700	$144,879
3	BMO	Bank Of Montreal /Can/	490	$86,583
4	TD	Toronto Dominion Bank	640	$77,715

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,879	700	-64.8%	Shares	Sole	2026-08-12
2026-03-31	$321,942	1,990	0.0%	Shares	Sole	2026-05-14
2025-12-31	$339,275	1,990	-33.7%	Shares	Sole	2026-02-13
2025-09-30	$441,960	3,000	0.0%	Shares	Sole	2025-11-12
2025-06-30	$394,650	3,000	0.0%	Shares	Sole	2025-08-14
2025-03-31	$338,160	3,000	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.