Corient Private Wealth
ALOY

Corient Private Wealth’s REalloys Inc ALOY Stock Holding History

Corient Private Wealth’s Portfolio ALOY Stock Details ALOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,531
Closed -$62.3K – 2660
2025
Q3 		$62.3K Buy
+10,531
New +$72.9K ﹤0.01% 2484

Other funds holding ALOY

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Corient Private Wealth's ALOY Position: Q4 2025 in Review

Corient Private Wealth sold out of REalloys Inc (ALOY) in Q4 2025, closing a stake of 10,531 shares — an estimated $62.3K sold.

Corient Private Wealth first reported a position in ALOY in Q3 2025 and held it in 1 quarter. The position peaked at $62.3K in Q3 2025. 14 funds tracked by Wall St. Rank hold ALOY as of Q4 2025.

  • Corient Private Wealth reported no remaining REalloys Inc position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,531 REalloys Inc shares in Q4 2025, an estimated $62.3K.
  • Corient Private Wealth first reported a position in REalloys Inc in Q3 2025 and held it in 1 quarter.
  • Corient Private Wealth's REalloys Inc position peaked at $62.3K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held REalloys Inc as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.