Position in WTFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$9,243,489
+$2,189,645 QoQ
Shares Held
57,513
+13.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#114
of 592 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 4%
None 88%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $408,506,750 across 116 Banks - Regional names. WTFC ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in WTFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,243,489 | 57,513 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $7,053,844 | 50,769 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,575,631 | 11,269 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,233,942 | 9,317 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,086,064 | 8,760 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $875,837 | 7,788 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,114,906 | 8,940 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,102,989 | 10,163 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $477,030 | 4,840 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $503,994 | 4,828 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $541,381 | 5,837 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||