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Equibles

Corient Private Wealth LLC

Position in TCBX — Third Coast Bancshares, Inc.

CIK 1948780 MIAMI, FL
Back to TCBX Full portfolio

Position in TCBX

as of Jun 30, 2026 · filed Aug 27, 2026
Position Value
$850,339
+$78,607 QoQ
Shares Held
21,048
+3.2% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 142 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 10% Shared 0% None 90%

Common Shares in TCBX Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $397,494,756 across 122 Banks - Regional names. TCBX ranks #69 (0.2% 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 TCBX

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $850,339 21,048
2026-03-31 $771,732 20,400
2025-12-31 $773,123 20,340
2025-09-30 $766,386 20,184
2025-06-30 $658,692 20,162
2025-03-31 $591,283 17,719
2024-12-31 $601,560 17,719
2024-09-30 $474,337 17,719
2024-06-30 $376,883 17,719
2024-03-31 $354,734 17,719
2023-12-31 $352,076 17,719
2023-09-30 $302,994 17,719
2023-06-30 $281,200 17,719