Position in WRLD
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$480,115
New position
Shares Held
2,145
first reported quarter
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 198 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Credit Services
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,278,004,401 across 22 Credit Services names. WRLD ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,629,145 | $558,943,357 | |
| 2 | MA |
Mastercard Inc
|
654,718 | $336,263,164 | |
| 3 | AXP |
American Express Co
|
718,481 | $243,026,198 | |
| 4 | COF |
Capital One Financial Corp
|
444,976 | $89,271,084 | |
| 5 | SYF |
Synchrony Financial
|
155,579 | $11,831,782 | |
| 6 | ALLY |
Ally Financial Inc.
|
227,844 | $10,469,431 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
215,037 | $9,285,296 | |
| 8 | ENVA |
Enova International, Inc.
|
14,346 | $3,453,512 |
All Filings in WRLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,115 | 2,145 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||