Corient Private Wealth LLC

Position in SFNC — Simmons First National Corp

CIK 1948780 MIAMI, FL

Position in SFNC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,425,998

+$1,783,817 QoQ

Shares Held

124,730

+266.1% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 96.58943317565942.ToString("F0")% Shared 0.ToString("F0")% None 3.410566824340576.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $320,766,455 across 100 Banks - Regional names. SFNC ranks #27 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	334,767	$69,661,664
2	USB	US Bancorp De	428,092	$22,265,064
3	CFG	Citizens Financial Group Inc/Ri	249,156	$14,941,884
4	FITB	Fifth Third Bancorp	320,806	$14,904,645
5	ZION	Zions Bancorporation, National Association /Ut/	257,712	$14,849,365
6	MTB	M&T Bank Corp	61,186	$12,648,369
7	HBAN	Huntington Bancshares Inc /Md/	789,982	$12,363,218
8	KEY	Keycorp /New/	573,355	$11,495,767

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.