Corient Private Wealth LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1948780
MIAMI, FL
Position in ZION
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,849,365
+$6,137,501 QoQ
Shares Held
257,712
+73.2% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 66.24551012687579.ToString("F0")%
Shared 1.2533000313223313.ToString("F0")%
None 32.50118984180189.ToString("F0")%
Common Shares in ZION 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. ZION ranks #5 (4.6% 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/
This page
|
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 ZION
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,849,365 | 257,712 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,711,864 | 148,819 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $7,594,053 | 134,218 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,741,811 | 129,800 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $6,792,527 | 136,232 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $7,461,924 | 137,547 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $7,501,415 | 158,861 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $6,372,874 | 146,942 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,502,622 | 149,830 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,994,423 | 113,846 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,249,130 | 93,125 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $2,092,071 | 77,888 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,145,023 | 71,668 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,988,387 | 60,789 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||