Corient Private Wealth
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Corient Private Wealth’s Community Bank CBU Stock Holding History

Corient Private Wealth’s Portfolio CBU Stock Details CBU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$575K Buy
2025
Q2 		$550K Sell
2025
Q1 		$551K Buy
2024
Q4 		$526K Buy
2024
Q3 		$476K Buy
2024
Q2 		$386K Buy
2024
Q1 		$387K Buy
2023
Q4 		$401K Buy
2023
Q3 		– Sell
2023
Q2 		$238K Buy
2023
Q1 		$237K Buy