Position in WF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,615,049
+$362,822 QoQ
Shares Held
24,250
+13.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 51%
Shared 33%
None 15%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $320,766,455 across 100 Banks - Regional names. WF ranks #43 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in WF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,615,049 | 24,250 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,252,227 | 21,300 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,172,860 | 20,888 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,077,101 | 21,659 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $679,215 | 20,348 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $709,905 | 22,717 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $821,681 | 22,997 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $703,758 | 21,965 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $718,551 | 22,157 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $709,897 | 23,491 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $688,789 | 25,120 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $636,693 | 23,625 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $449,664 | 17,104 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $250,275 | 9,091 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||