Question 1

Does Corient Private Wealth own TVAL stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Corient Private Wealth holds 40,525 shares of TVAL (T Rowe Price Exchange-Traded), worth $1.7M.

Question 2

How many shares of TVAL does Corient Private Wealth own?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth holds 40,525 shares of TVAL (T Rowe Price Exchange-Traded).

Question 3

What is Corient Private Wealth's TVAL position worth?

Accepted Answer

As of its Q2 2026 13F, Corient Private Wealth's TVAL position is worth $1.7M.

Question 4

When did Corient Private Wealth first buy TVAL?

Accepted Answer

Corient Private Wealth first reported TVAL in its Q1 2025 13F and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	40,525	0.0%	$1.7M	0.0%	$41.68	0
2026-Q1	Unchanged	40,525	0.0%	$1.5M	0.0%	$37.54	0
2025-Q4	Increased	40,525	+89.7%	$1.4M	0.0%	$35.49	40
2025-Q3	Unchanged	21,365	0.0%	$728,741	0.0%	$33.73	0
2025-Q2	Unchanged	21,365	0.0%	$701,413	0.0%	$32.34	0
2025-Q1	New	21,365	-	$676,630	0.0%	$31.00	34

TVAL6 quarters

TVAL
6 quarters