Corient Private Wealth LLC

Position in TRI — Thomson Reuters Corp /Can/

CIK 1948780 MIAMI, FL

Position in TRI

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

Position Value

$1,678,936

-$960,710 QoQ

Shares Held

18,659

-6.8% QoQ

Ownership

0.004%

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 91.9300134589502.ToString("F0")% Shared 3.5800807537012114.ToString("F0")% None 4.489905787348587.ToString("F0")%

Industrials · as of Mar 31, 2026

Corient Private Wealth LLC holds $51,594,721 across 20 Specialty Business Services names. TRI ranks #7 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTAS	Cintas Corp	103,071	$17,433,428
2	CPRT	Copart Inc	266,057	$8,833,091
3	CBZ	CBIZ, Inc.	156,265	$4,195,714
4	GPN	Global Payments Inc	54,580	$3,673,234
5	MMS	Maximus, Inc.	50,210	$3,218,461
6	RBA	Rb Global Inc.	20,802	$1,993,871
7	TRI	Thomson Reuters Corp /Can/ This page	18,659	$1,678,936
8	ABM	Abm Industries Inc /De/	35,271	$1,358,638

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,678,936	18,659	-6.8%	Shares	Other	2026-05-15
2025-12-31	$2,639,646	20,014	+5.9%	Shares	Sole	2026-03-09
2025-09-30	$2,936,823	18,907	-4.4%	Shares	Sole	2025-11-14
2025-06-30	$3,978,351	19,780	-10.0%	Shares	Sole	2025-09-26
2025-03-31	$3,797,185	21,977	-7.2%	Shares	Sole	2025-05-14
2024-12-31	$3,799,401	23,690	-2.8%	Shares	Other	2025-02-10
2024-09-30	$4,159,739	24,383	-18.5%	Shares	Other	2024-11-12
2024-06-30	$5,041,422	29,907	-2.5%	Shares	Other	2024-08-13
2024-03-31	$4,778,214	30,663	-1.3%	Shares	Sole	2024-05-09
2023-12-31	$4,543,493	31,073	+0.5%	Shares	Sole	2024-02-09
2023-09-30	$3,781,522	30,915	-1.6%	Shares	Other	2023-11-03
2023-06-30	$4,238,464	31,410	—	Shares	Other	2023-08-10
No filing history on record for this holder in this stock.