Corient Private Wealth LLC

Position in TCBX — Third Coast Bancshares, Inc.

CIK 1948780 MIAMI, FL

Position in TCBX

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

Position Value

$771,732

-$1,391 QoQ

Shares Held

20,400

+0.3% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $320,766,455 across 100 Banks - Regional names. TCBX ranks #66 (0.2% 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	$771,732	20,400	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$773,123	20,340	+0.8%	Shares	Sole	2026-03-09
2025-09-30	$766,386	20,184	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$658,692	20,162	+13.8%	Shares	Sole	2025-09-26
2025-03-31	$591,283	17,719	0.0%	Shares	Sole	2025-05-14
2024-12-31	$601,560	17,719	0.0%	Shares	Sole	2025-02-10
2024-09-30	$474,337	17,719	0.0%	Shares	Sole	2024-11-12
2024-06-30	$376,883	17,719	0.0%	Shares	Sole	2024-08-13
2024-03-31	$354,734	17,719	0.0%	Shares	Sole	2024-05-09
2023-12-31	$352,076	17,719	0.0%	Shares	Sole	2024-02-09
2023-09-30	$302,994	17,719	0.0%	Shares	Sole	2023-11-03
2023-06-30	$281,200	17,719	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.