Corient Private Wealth LLC

Position in SFNC — Simmons First National Corp

CIK 1948780 MIAMI, FL

Position in SFNC

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$3,364,974

+$938,976 QoQ

Shares Held

148,564

+19.1% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#75

of 320 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $397,494,756 across 122 Banks - Regional names. SFNC ranks #22 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,364,974	148,564	+19.1%	Shares	Sole	2026-08-27
2026-03-31	$2,425,998	124,730	+266.1%	Shares	Sole	2026-05-15
2025-12-31	$642,181	34,068	+148.1%	Shares	Sole	2026-03-09
2025-09-30	$263,204	13,730	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$253,627	13,377	-1.0%	Shares	Sole	2025-09-26
2025-03-31	$277,483	13,516	+0.1%	Shares	Sole	2025-05-14
2024-12-31	$299,341	13,496	+30.5%	Shares	Sole	2025-02-10
2024-09-30	$222,702	10,339	-23.3%	Shares	Sole	2024-11-12
2024-06-30	$236,908	13,476	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$263,040	13,517	+2.4%	Shares	Sole	2024-05-09
2023-12-31	$261,907	13,201	-10.1%	Shares	Sole	2024-02-09
2023-09-30	$248,955	14,679	-0.2%	Shares	Sole	2023-11-03
2023-06-30	$253,661	14,705	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.