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Corient Private Wealth LLC

Position in STT — State Street Corp

CIK 1948780 MIAMI, FL

Position in STT

as of Jun 30, 2026 · filed Aug 27, 2026
Position Value
$40,974,172
+$9,341,387 QoQ
Shares Held
241,593
-3.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#127
of 1,254 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 33% Shared 2% None 65%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $783,449,128 across 119 Asset Management names. STT ranks #8 (5.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 STT
State Street Corp
This page
241,593 $40,974,172

All Filings in STT

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,974,172 241,593
2026-03-31 $31,632,785 249,943
2025-12-31 $24,721,283 191,623
2025-09-30 $21,126,115 182,106
2025-06-30 $18,256,130 171,677
2025-03-31 $15,303,362 170,930
2024-12-31 $17,833,559 181,697
2024-09-30 $16,678,275 188,519
2024-06-30 $14,278,596 192,954
2024-03-31 $15,217,657 196,814
2023-12-31 $15,616,167 201,603
2023-09-30 $13,324,571 198,993
2023-06-30 $14,679,322 200,592
2023-03-31 $15,481,329 204,536
2022-12-31 $8,145,780 105,012