Position in STBA
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,457,435
+$428,890 QoQ
Shares Held
50,070
+3.2% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 242 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in STBA 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. STBA ranks #35 (0.6% 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 STBA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457,435 | 50,070 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $2,028,545 | 48,495 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $318,594 | 7,591 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $257,703 | 7,718 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $260,508 | 7,795 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $268,834 | 8,548 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $233,927 | 6,844 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||