Corient Private Wealth Lp originally filed its 13F report for Q2 2026 on August 12, 2026. The filing was subsequently amended, with the latest update submitted on August 27, 2026. The portfolio totaled 78.57 B reflecting a +12.41% change from the prior quarter, spanning 3,062 assets. The top 10 holdings comprised 27.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 403 new positions and 175 complete exits.
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Yes. Corient Private Wealth originally filed on 08/12/2026 and subsequently submitted 2 amendment(s). The latest filing (13F-HR/A) was submitted on 08/27/2026.
In the Q2 2026 filing, Corient Private Wealth reported a managed portfolio value of 72.24 B, consisting of 3,895 individual positions.
Multiple filings indicate that Corient Private Wealth updated their Q2 2026 report. The initial filing was submitted on 08/12/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Corient Private Wealth bought or sold during Q2 2026, please visit Corient Private Wealth's Portfolio Analysis page.