Corient Private Wealth
EAGL

Corient Private Wealth’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Corient Private Wealth’s Portfolio EAGL Stock Details EAGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27,849
Closed -$776K – 2469
2024
Q4 		$776K Sell
27,849
-61,956
-69% -$1.74M ﹤0.01% 1425
2024
Q3 		$2.46M Hold
89,805
– – ﹤0.01% 1008
2024
Q2 		$2.38M Hold
89,805
– – ﹤0.01% 955
2024
Q1 		$2.27M Buy
+89,805
New +$2.26M ﹤0.01% 971

Other funds holding EAGL

RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Corient Private Wealth's EAGL Position: Q1 2025 in Review

Corient Private Wealth sold out of Eagle Capital Select Equity ETF (EAGL) in Q1 2025, closing a stake of 27,849 shares — an estimated $776K sold.

Corient Private Wealth first reported a position in EAGL in Q1 2024 and held it in 4 quarters. The position peaked at $2.46M in Q3 2024. 39 funds tracked by Wall St. Rank hold EAGL as of Q1 2025.

  • Corient Private Wealth reported no remaining Eagle Capital Select Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 27,849 Eagle Capital Select Equity ETF shares in Q1 2025, an estimated $776K.
  • Corient Private Wealth first reported a position in Eagle Capital Select Equity ETF in Q1 2024 and held it in 4 quarters.
  • Corient Private Wealth's Eagle Capital Select Equity ETF position peaked at $2.46M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.