Corient Private Wealth’s The Shyft Group SHYF Stock Holding History

Corient Private Wealth’s Portfolio SHYF Stock Details SHYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-44,187	Closed	-$554K	–	2667
2025 Q2	$554K	Buy	44,187 +3,217	+8%	+$31.5K	﹤0.01%	1651
2025 Q1	$331K	Hold	40,970	–	–	﹤0.01%	1806
2024 Q4	$481K	Hold	40,970	–	–	﹤0.01%	1640
2024 Q3	$514K	Hold	40,970	–	–	﹤0.01%	1720
2024 Q2	$486K	Hold	40,970	–	–	﹤0.01%	1655
2024 Q1	$509K	Hold	40,970	–	–	﹤0.01%	1621
2023 Q4	$501K	Hold	40,970	–	–	﹤0.01%	1609
2023 Q3	$613K	Buy	40,970 +610	+2%	+$10.3K	﹤0.01%	1379
2023 Q2	$890K	Hold	40,360	–	–	﹤0.01%	1200
2023 Q1	$918K	Hold	40,360	–	–	﹤0.01%	1119
2022 Q4	$1M	Buy	+40,360	New	+$939K	﹤0.01%	912

Other funds holding SHYF

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Corient Private Wealth's SHYF Position: Q3 2025 in Review

Corient Private Wealth sold out of The Shyft Group (SHYF) in Q3 2025, closing a stake of 44,187 shares — an estimated $554K sold.

Corient Private Wealth first reported a position in SHYF in Q4 2022 and held it in 11 quarters. The position peaked at $1M in Q4 2022. 2 funds tracked by Wall St. Rank hold SHYF as of Q3 2025.

Corient Private Wealth reported no remaining The Shyft Group position as of Q3 2025 after selling out during the quarter.
Corient Private Wealth sold 44,187 The Shyft Group shares in Q3 2025, an estimated $554K.
Corient Private Wealth first reported a position in The Shyft Group in Q4 2022 and held it in 11 quarters.
Corient Private Wealth's The Shyft Group position peaked at $1M in Q4 2022.
2 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.