Corient Private Wealth’s Zone Frontier Inc. ZONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Sell	725,000 -917,716	-56%	-$510K	﹤0.01%	2101
2026 Q1	$585K	Hold	1,642,716	–	–	﹤0.01%	1950
2025 Q4	$427K	Buy	+1,642,716	New	+$1.38M	﹤0.01%	1953
2025 Q3	–	Sell	-67,278	Closed	-$163K	–	2704
2025 Q2	$163K	Buy	+67,278	New	+$136K	﹤0.01%	2269

Other funds holding ZONE

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

Mozayyx Management Austin, Texas $104M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth's ZONE Position: Q2 2026 in Review

Corient Private Wealth reduced its Zone Frontier Inc. (ZONE) stake by 56% in Q2 2026, selling an estimated $510K and leaving 725,000 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Corient Private Wealth first reported a position in ZONE in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold ZONE as of Q2 2026.

Corient Private Wealth held 725,000 shares of Zone Frontier Inc. worth $595K as of Q2 2026.
Corient Private Wealth sold 917,716 Zone Frontier Inc. shares in Q2 2026, an estimated $510K.
Zone Frontier Inc. made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2101 holding.
Corient Private Wealth first reported a position in Zone Frontier Inc. in Q2 2025 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held Zone Frontier Inc. as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.