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Equibles

Corient Private Wealth LLC

Position in TFSL — TFS Financial CORP

CIK 1948780 MIAMI, FL
Back to TFSL Full portfolio

Position in TFSL

as of Jun 30, 2026 · filed Aug 27, 2026
Position Value
$1,940,233
+$462,960 QoQ
Shares Held
109,494
+4.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 235 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority Sole 2% Shared 1% None 97%

Common Shares in TFSL 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. TFSL ranks #45 (0.5% 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 TFSL

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,940,233 109,494
2026-03-31 $1,477,273 105,144
2025-12-31 $325,388 24,319
2025-09-30 $253,384 19,225
2025-06-30 $142,773 11,025
2025-03-31 $136,376 11,007
2024-12-31 $146,386 11,655
2023-03-31 $134,938 10,684