Corient Private Wealth
PLUS icon

Corient Private Wealth’s ePlus PLUS Stock Holding History

Corient Private Wealth’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Buy
+3,062
New +$251K ﹤0.01% 2476

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Corient Private Wealth's PLUS Position: Q1 2026 in Review

Corient Private Wealth opened a new position in ePlus (PLUS) in Q1 2026: 3,062 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings.

281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Corient Private Wealth held 3,062 shares of ePlus worth $230K as of Q1 2026.
  • ePlus was a new Corient Private Wealth position in Q1 2026.
  • ePlus made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2476 holding.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.