Corient Private Wealth LLC

Position in WBS — Webster Financial Corp

CIK 1948780 MIAMI, FL

Position in WBS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$780,630

+$53,735 QoQ

Shares Held

10,215

-2.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#265

of 536 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 36% Shared 25% None 39%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $408,506,750 across 116 Banks - Regional names. WBS ranks #71 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	361,525	$89,014,685
2	USB	US Bancorp \De\	465,118	$28,093,127
3	HBAN	Huntington Bancshares Inc /Md/	1,195,010	$21,187,527
4	FITB	Fifth Third Bancorp	375,002	$21,138,862
5	ZION	Zions Bancorporation, National Association /Ut/	287,137	$19,867,009
6	CFG	Citizens Financial Group Inc/Ri	395,589	$16,669,529
7	MTB	M&T Bank Corp	66,705	$15,876,457
8	KEY	Keycorp /New/	597,182	$12,191,861

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,630	10,215	-2.4%	Shares	Sole	2026-08-17
2026-03-31	$726,895	10,471	-14.0%	Shares	Other	2026-05-15
2025-12-31	$766,168	12,173	+9.6%	Shares	Sole	2026-03-09
2025-09-30	$660,318	11,109	-29.1%	Shares	Defined	2025-11-14
2025-06-30	$855,527	15,669	-21.2%	Shares	Sole	2025-09-26
2025-03-31	$1,024,761	19,879	-25.9%	Shares	Defined	2025-05-14
2024-12-31	$1,481,772	26,834	-11.1%	Shares	Other	2025-02-10
2024-09-30	$1,406,269	30,171	-8.2%	Shares	Other	2024-11-12
2024-06-30	$1,432,236	32,857	-52.6%	Shares	Sole	2024-08-13
2024-03-31	$3,521,000	69,352	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$3,558,377	70,102	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$2,834,397	70,315	-1.5%	Shares	Sole	2023-11-03
2023-06-30	$2,693,613	71,354	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.