Position in STBA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,028,545
+$1,709,951 QoQ
Shares Held
48,495
+538.8% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in STBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $320,766,455 across 100 Banks - Regional names. STBA ranks #34 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in STBA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||