Quintet Private Bank
Latest statistics and disclosures from Quintet Private Bank's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOGL, JPM, V, and represent 39.38% of Quintet Private Bank's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$25M), PANW (+$21M), GOOGL (+$16M), CVX (+$14M), MSFT (+$14M), JPM (+$8.6M), PYPL (+$8.5M), XYL (+$7.1M), SPY (+$5.4M), GLD.
- Started 42 new stock positions in GPN, ORLY, C, CNI, ELF, EMB, WPM, OGN, SA, CEG.
- Reduced shares in these 10 stocks: INTU (-$22M), GOOG (-$12M), NVDA (-$7.8M), ISRG (-$6.7M), A (-$5.7M), TSLA (-$5.2M), UNH (-$5.0M), ABBV, PLTR, INTC.
- Sold out of its positions in AMC, ACHR, BlackRock, CDNS, CHWY, CTAS, DM, DLR, SIXG, GEV.
- Quintet Private Bank was a net buyer of stock by $66M.
- Quintet Private Bank has $1.8B in assets under management (AUM), dropping by 3.94%.
- Central Index Key (CIK): 0001977290
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Portfolio Holdings for Quintet Private Bank
Quintet Private Bank holds 214 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
NVIDIA Corporation (NVDA) | 11.9 | $217M | -3% | 1.6M | 134.29 |
|
Microsoft Corporation (MSFT) | 11.3 | $205M | +7% | 486k | 421.50 |
|
Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $127M | +13% | 670k | 189.30 |
|
JPMorgan Chase & Co. (JPM) | 4.7 | $86M | +11% | 359k | 239.71 |
|
Visa Com Cl A (V) | 4.5 | $81M | 257k | 316.04 |
|
|
Walt Disney Company (DIS) | 4.1 | $75M | +3% | 674k | 111.35 |
|
Procter & Gamble Company (PG) | 4.0 | $73M | +2% | 437k | 167.65 |
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Paypal Holdings (PYPL) | 3.6 | $65M | +15% | 760k | 85.35 |
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UnitedHealth (UNH) | 2.4 | $43M | -10% | 85k | 505.86 |
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Servicenow (NOW) | 2.3 | $43M | +3% | 40k | 1060.12 |
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Palo Alto Networks (PANW) | 2.3 | $42M | +103% | 231k | 181.96 |
|
Alphabet Cap Stk Cl C (GOOG) | 2.3 | $42M | -22% | 219k | 190.44 |
|
Nike CL B (NKE) | 2.2 | $41M | -2% | 536k | 75.67 |
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Thermo Fisher Scientific (TMO) | 2.1 | $38M | -3% | 72k | 520.23 |
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Cisco Systems (CSCO) | 2.0 | $37M | 627k | 59.20 |
|
|
Adobe Systems Incorporated (ADBE) | 1.9 | $35M | +6% | 79k | 444.68 |
|
Waste Management (WM) | 1.7 | $31M | +7% | 154k | 201.79 |
|
Xylem (XYL) | 1.7 | $31M | +30% | 265k | 116.02 |
|
Eli Lilly & Co. (LLY) | 1.6 | $28M | +743% | 37k | 772.00 |
|
Intuitive Surgical Com New (ISRG) | 1.5 | $28M | -19% | 54k | 521.96 |
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Merck & Co (MRK) | 1.5 | $28M | 277k | 99.48 |
|
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Otis Worldwide Corp (OTIS) | 1.4 | $26M | +4% | 281k | 92.61 |
|
Synopsys (SNPS) | 1.4 | $26M | +6% | 53k | 485.36 |
|
American Tower Reit (AMT) | 1.4 | $25M | +11% | 139k | 183.41 |
|
Fortive (FTV) | 1.3 | $24M | +4% | 317k | 75.00 |
|
Chevron Corporation (CVX) | 1.2 | $22M | +163% | 150k | 144.84 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $21M | +34% | 36k | 586.08 |
|
Lauder Estee Cos Cl A (EL) | 1.0 | $19M | +8% | 251k | 74.98 |
|
Agilent Technologies Inc C ommon (A) | 1.0 | $19M | -23% | 139k | 134.34 |
|
Coca-Cola Company (KO) | 0.9 | $17M | +2% | 266k | 62.26 |
|
Tesla Motors (TSLA) | 0.9 | $17M | -24% | 41k | 403.84 |
|
McDonald's Corporation (MCD) | 0.9 | $16M | +9% | 54k | 289.89 |
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Intuit (INTU) | 0.7 | $12M | -64% | 19k | 628.50 |
|
4068594 Enphase Energy (ENPH) | 0.6 | $11M | -4% | 165k | 68.68 |
|
Kraft Heinz (KHC) | 0.5 | $9.1M | +13% | 297k | 30.71 |
|
Pfizer (PFE) | 0.5 | $8.9M | -5% | 337k | 26.53 |
|
salesforce (CRM) | 0.5 | $8.3M | -4% | 25k | 334.33 |
|
Cme (CME) | 0.4 | $7.9M | +12% | 34k | 232.23 |
|
Abbvie (ABBV) | 0.4 | $7.2M | -23% | 40k | 177.70 |
|
Vanguard World Inf Tech Etf (VGT) | 0.4 | $6.6M | -10% | 11k | 621.80 |
|
Meta Platforms Cl A (META) | 0.3 | $5.5M | +7% | 9.4k | 585.51 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $5.3M | -3% | 63k | 84.79 |
|
Johnson & Johnson (JNJ) | 0.3 | $4.7M | -22% | 33k | 144.62 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $4.7M | +6539% | 19k | 242.13 |
|
Mastercard Incorporated Cl A (MA) | 0.2 | $4.5M | +26% | 8.5k | 526.57 |
|
Broadcom (AVGO) | 0.2 | $4.4M | +3% | 19k | 231.84 |
|
Exxon Mobil Corporation (XOM) | 0.2 | $4.1M | -22% | 38k | 107.57 |
|
Wal-Mart Stores (WMT) | 0.2 | $4.1M | -17% | 45k | 90.35 |
|
Pepsi (PEP) | 0.2 | $3.7M | -17% | 24k | 152.06 |
|
At&t (T) | 0.2 | $3.6M | +46% | 157k | 22.77 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.2 | $3.4M | +26% | 322k | 10.57 |
|
Union Pacific Corporation (UNP) | 0.2 | $3.3M | -5% | 14k | 228.04 |
|
Bristol Myers Squibb (BMY) | 0.2 | $3.1M | -8% | 55k | 56.56 |
|
Starbucks Corporation (SBUX) | 0.2 | $2.8M | -23% | 31k | 91.25 |
|
Service Corporation International (SCI) | 0.2 | $2.8M | -7% | 35k | 79.82 |
|
Home Depot (HD) | 0.1 | $2.6M | -9% | 6.6k | 388.99 |
|
Stryker Corporation (SYK) | 0.1 | $2.3M | -10% | 6.5k | 360.05 |
|
Nextera Energy (NEE) | 0.1 | $2.3M | -5% | 33k | 71.69 |
|
Intel Corporation (INTC) | 0.1 | $2.2M | -41% | 109k | 20.05 |
|
Honeywell International (HON) | 0.1 | $2.1M | -13% | 9.4k | 225.89 |
|
Deere & Company (DE) | 0.1 | $2.1M | -15% | 4.9k | 423.70 |
|
United Parcel Service CL B (UPS) | 0.1 | $2.1M | -3% | 17k | 126.10 |
|
Boston Scientific Corporation (BSX) | 0.1 | $1.9M | -11% | 21k | 89.32 |
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Costco Wholesale Corporation (COST) | 0.1 | $1.9M | 2.0k | 916.27 |
|
|
Oracle Corporation (ORCL) | 0.1 | $1.8M | NEW | 11k | 166.64 |
|
Schlumberger Com Stk (SLB) | 0.1 | $1.7M | 46k | 38.34 |
|
|
Pinterest Cl A (PINS) | 0.1 | $1.7M | +55% | 59k | 29.00 |
|
Prologis (PLD) | 0.1 | $1.6M | +102% | 15k | 105.70 |
|
S&p Global (SPGI) | 0.1 | $1.5M | +6% | 3.0k | 498.03 |
|
Kyndryl Hldgs Common Stock (KD) | 0.1 | $1.4M | NEW | 41k | 34.60 |
|
3M Company (MMM) | 0.1 | $1.3M | -42% | 10k | 129.09 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | 6.8k | 197.49 |
|
|
Constellation Energy (CEG) | 0.1 | $1.3M | NEW | 5.9k | 223.71 |
|
Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.3M | -32% | 9.9k | 132.21 |
|
Caterpillar (CAT) | 0.1 | $1.3M | -2% | 3.5k | 362.76 |
|
International Flavors & Fragrances (IFF) | 0.1 | $1.2M | -4% | 14k | 84.55 |
|
Booking Holdings (BKNG) | 0.1 | $1.0M | -10% | 211.00 | 4968.42 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.0M | -16% | 18k | 59.73 |
|
Goldman Sachs (GS) | 0.1 | $952k | +170% | 1.7k | 572.62 |
|
Micron Technology (MU) | 0.1 | $925k | NEW | 11k | 84.16 |
|
Blackrock (BLK) | 0.1 | $915k | NEW | 893.00 | 1025.11 |
|
Msci (MSCI) | 0.0 | $771k | -13% | 1.3k | 600.01 |
|
Zoetis Cl A (ZTS) | 0.0 | $771k | -5% | 4.7k | 162.93 |
|
Palantir Technologies Cl A (PLTR) | 0.0 | $761k | -69% | 10k | 75.63 |
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $745k | NEW | 12k | 60.35 |
|
Ge Aerospace Com New (GE) | 0.0 | $735k | -17% | 4.4k | 166.79 |
|
Applovin Corp Com Cl A (APP) | 0.0 | $650k | -48% | 2.0k | 323.83 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $630k | -33% | 7.3k | 86.02 |
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Qualcomm (QCOM) | 0.0 | $623k | +18% | 4.1k | 153.62 |
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Netflix (NFLX) | 0.0 | $620k | -14% | 695.00 | 891.32 |
|
Destiny Tech100 Com Shs (DXYZ) | 0.0 | $618k | NEW | 11k | 58.86 |
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Xpo Logistics Inc equity (XPO) | 0.0 | $616k | -7% | 4.7k | 131.15 |
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Kla Corp Com New (KLAC) | 0.0 | $601k | -7% | 954.00 | 630.12 |
|
GSK Sponsored Adr (GSK) | 0.0 | $599k | 18k | 33.82 |
|
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $559k | -16% | 13k | 41.82 |
|
Colgate-Palmolive Company (CL) | 0.0 | $497k | -26% | 5.5k | 90.91 |
|
International Business Machines (IBM) | 0.0 | $494k | -6% | 2.2k | 219.83 |
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Moody's Corporation (MCO) | 0.0 | $473k | 1.0k | 473.37 |
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Ishares Gold Tr Ishares New (IAU) | 0.0 | $437k | NEW | 8.8k | 49.51 |
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Lam Research Corp Com New (LRCX) | 0.0 | $361k | NEW | 5.0k | 72.23 |
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Apa Corporation (APA) | 0.0 | $360k | -49% | 16k | 23.09 |
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General Mills (GIS) | 0.0 | $332k | 5.2k | 63.77 |
|
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MercadoLibre (MELI) | 0.0 | $276k | 162.00 | 1700.44 |
|
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Freeport-mcmoran CL B (FCX) | 0.0 | $275k | +10% | 7.2k | 38.08 |
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Dex (DXCM) | 0.0 | $272k | -14% | 3.5k | 77.77 |
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Jd.com Spon Ads Cl A (JD) | 0.0 | $271k | +4% | 7.8k | 34.67 |
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Keysight Technologies (KEYS) | 0.0 | $263k | 1.6k | 160.63 |
|
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Shopify Cl A (SHOP) | 0.0 | $250k | +6% | 2.3k | 106.33 |
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Uber Technologies (UBER) | 0.0 | $237k | +73% | 3.9k | 60.32 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $222k | -3% | 2.9k | 76.90 |
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Biogen Idec (BIIB) | 0.0 | $216k | +99% | 1.4k | 152.92 |
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Danaher Corporation (DHR) | 0.0 | $205k | -5% | 895.00 | 229.55 |
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Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $205k | 4.7k | 43.50 |
|
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $202k | 2.3k | 89.33 |
|
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Intercontinental Exchange (ICE) | 0.0 | $202k | +164% | 1.4k | 149.01 |
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Ecolab (ECL) | 0.0 | $201k | +6% | 857.00 | 234.32 |
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Zscaler Incorporated (ZS) | 0.0 | $193k | 1.1k | 180.41 |
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Illumina (ILMN) | 0.0 | $188k | 1.4k | 133.63 |
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Dupont De Nemours (DD) | 0.0 | $177k | -24% | 2.3k | 76.25 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $172k | 1.0k | 172.42 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $168k | +25% | 243.00 | 693.08 |
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Emerson Electric (EMR) | 0.0 | $166k | NEW | 1.3k | 123.93 |
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $165k | 3.3k | 50.07 |
|
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Nio Spon Ads (NIO) | 0.0 | $158k | -10% | 36k | 4.36 |
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Gilead Sciences (GILD) | 0.0 | $158k | 1.7k | 92.37 |
|
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Workday Cl A (WDAY) | 0.0 | $154k | -46% | 595.00 | 258.03 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $144k | 1.1k | 137.57 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $140k | 600.00 | 232.52 |
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Occidental Petroleum Corporation (OXY) | 0.0 | $136k | -69% | 2.8k | 49.41 |
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Citigroup Com New (C) | 0.0 | $132k | NEW | 1.9k | 70.39 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $130k | NEW | 1.5k | 89.04 |
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Rxo Common Stock (RXO) | 0.0 | $127k | -11% | 4.7k | 27.10 |
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Rio Tinto Sponsored Adr (RIO) | 0.0 | $118k | -51% | 2.0k | 58.81 |
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Dow (DOW) | 0.0 | $110k | NEW | 2.7k | 40.13 |
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Veeva Sys Cl A Com (VEEV) | 0.0 | $109k | 518.00 | 210.25 |
|
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Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $107k | -51% | 1.9k | 56.26 |
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Block Cl A (SQ) | 0.0 | $106k | -7% | 1.3k | 84.99 |
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Lockheed Martin Corporation (LMT) | 0.0 | $97k | 200.00 | 485.94 |
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Sanofi Sponsored Adr (SNY) | 0.0 | $89k | 1.9k | 48.23 |
|
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Biontech Se Sponsored Ads (BNTX) | 0.0 | $88k | +823% | 785.00 | 112.50 |
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ConocoPhillips (COP) | 0.0 | $88k | -30% | 890.00 | 99.17 |
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Uipath Cl A (PATH) | 0.0 | $85k | -41% | 6.7k | 12.71 |
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Hormel Foods Corporation (HRL) | 0.0 | $82k | NEW | 2.6k | 31.37 |
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Mccormick & Co Com Non Vtg (MKC) | 0.0 | $76k | 1.0k | 76.24 |
|
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IDEX Corporation (IEX) | 0.0 | $73k | 349.00 | 209.29 |
|
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Materialise Nv Sponsored Ads (MTLS) | 0.0 | $71k | -54% | 10k | 7.04 |
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Ambev Sa Sponsored Adr (ABEV) | 0.0 | $68k | NEW | 37k | 1.85 |
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Flowserve Corporation (FLS) | 0.0 | $63k | NEW | 1.1k | 57.52 |
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Marathon Petroleum Corp (MPC) | 0.0 | $56k | -50% | 400.00 | 139.50 |
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $53k | NEW | 1.0k | 53.30 |
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Valero Energy Corporation (VLO) | 0.0 | $49k | 400.00 | 122.59 |
|
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Wells Fargo & Company (WFC) | 0.0 | $48k | NEW | 688.00 | 70.24 |
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O'reilly Automotive (ORLY) | 0.0 | $47k | NEW | 40.00 | 1185.80 |
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Newmont Mining Corporation (NEM) | 0.0 | $45k | 1.2k | 37.22 |
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Metropcs Communications (TMUS) | 0.0 | $44k | -81% | 200.00 | 220.73 |
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First Solar (FSLR) | 0.0 | $44k | -80% | 250.00 | 176.24 |
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Datadog Cl A Com (DDOG) | 0.0 | $43k | -81% | 300.00 | 142.89 |
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UGI Corporation (UGI) | 0.0 | $42k | NEW | 1.5k | 28.23 |
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Day One Biopharmaceuticals I (DAWN) | 0.0 | $42k | 3.3k | 12.67 |
|
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Illinois Tool Works (ITW) | 0.0 | $41k | NEW | 160.00 | 253.56 |
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Wheaton Precious Metals Corp (WPM) | 0.0 | $39k | NEW | 700.00 | 55.83 |
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Global Payments (GPN) | 0.0 | $38k | NEW | 342.00 | 112.06 |
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Philip Morris International (PM) | 0.0 | $37k | -95% | 303.00 | 120.35 |
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Freyr Battery Com New (FREY) | 0.0 | $35k | -11% | 14k | 2.58 |
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General Dynamics Corporation (GD) | 0.0 | $26k | 100.00 | 263.49 |
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Incyte Corporation (INCY) | 0.0 | $26k | NEW | 370.00 | 69.07 |
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Canadian Natl Ry (CNI) | 0.0 | $25k | NEW | 250.00 | 100.72 |
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Apellis Pharmaceuticals (APLS) | 0.0 | $24k | 752.00 | 31.91 |
|
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Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $24k | -33% | 266.00 | 90.06 |
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Ishares Tr Select Divid Etf (DVY) | 0.0 | $20k | 150.00 | 131.29 |
|
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Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $19k | 100.00 | 190.88 |
|
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Inspire Med Sys (INSP) | 0.0 | $19k | 100.00 | 185.38 |
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Unilever Spon Adr New (UL) | 0.0 | $18k | 325.00 | 56.70 |
|
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Huntsman Corporation (HUN) | 0.0 | $18k | 1.0k | 18.03 |
|
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $18k | 175.00 | 101.53 |
|
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Novartis Sponsored Adr (NVS) | 0.0 | $18k | 181.00 | 97.31 |
|
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Jinkosolar Hldg Sponsored Adr (JKS) | 0.0 | $17k | +67% | 671.00 | 24.90 |
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Pan American Silver Corp Can (PAAS) | 0.0 | $17k | +40% | 831.00 | 20.07 |
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Monster Beverage Corp (MNST) | 0.0 | $16k | NEW | 300.00 | 52.56 |
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Macy's (M) | 0.0 | $15k | 900.00 | 16.93 |
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Delta Air Lines Inc Del Com New (DAL) | 0.0 | $15k | NEW | 250.00 | 60.50 |
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Nutrien (NTR) | 0.0 | $15k | NEW | 333.00 | 44.38 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $13k | NEW | 100.00 | 132.10 |
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Enbridge (ENB) | 0.0 | $13k | +31% | 300.00 | 42.10 |
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Coinbase Global Com Cl A (COIN) | 0.0 | $12k | -19% | 50.00 | 248.30 |
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Republic Services (RSG) | 0.0 | $12k | NEW | 60.00 | 201.18 |
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Mosaic (MOS) | 0.0 | $9.8k | -36% | 400.00 | 24.58 |
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Marvell Technology (MRVL) | 0.0 | $9.5k | NEW | 86.00 | 110.45 |
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Fortuna Mng Corp Com New (FSM) | 0.0 | $9.3k | 2.2k | 4.26 |
|
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Snowflake Cl A (SNOW) | 0.0 | $9.3k | NEW | 60.00 | 154.42 |
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Globus Med Cl A (GMED) | 0.0 | $9.3k | 112.00 | 82.71 |
|
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Kinross Gold Corp (KGC) | 0.0 | $9.2k | 1.0k | 9.21 |
|
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Himax Technologies Sponsored Adr (HIMX) | 0.0 | $8.8k | NEW | 1.1k | 8.04 |
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American Airls (AAL) | 0.0 | $8.7k | -23% | 500.00 | 17.43 |
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Arthur J. Gallagher & Co. (AJG) | 0.0 | $8.5k | NEW | 30.00 | 283.87 |
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Church & Dwight (CHD) | 0.0 | $7.9k | NEW | 75.00 | 104.71 |
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Ihs Holding Ord Shs (IHS) | 0.0 | $7.0k | -44% | 2.4k | 2.92 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $6.8k | -97% | 20.00 | 342.15 |
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Elf Beauty (ELF) | 0.0 | $6.3k | NEW | 50.00 | 125.56 |
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Walgreen Boots Alliance (WBA) | 0.0 | $6.1k | +160% | 650.00 | 9.33 |
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Altria (MO) | 0.0 | $5.2k | -98% | 100.00 | 52.29 |
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Ego (EGO) | 0.0 | $4.4k | NEW | 300.00 | 14.75 |
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First Majestic Silver Corp (AG) | 0.0 | $4.3k | NEW | 780.00 | 5.45 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $4.1k | -99% | 110.00 | 37.53 |
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Zoom Communications Cl A (ZM) | 0.0 | $4.1k | 50.00 | 81.62 |
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Seabridge Gold (SA) | 0.0 | $3.4k | NEW | 300.00 | 11.32 |
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Solventum Corp Com Shs (SOLV) | 0.0 | $3.1k | -97% | 47.00 | 66.06 |
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Solaredge Technologies (SEDG) | 0.0 | $2.7k | -74% | 200.00 | 13.60 |
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Hello Group Ads (MOMO) | 0.0 | $2.6k | NEW | 340.00 | 7.71 |
|
Xpeng Ads (XPEV) | 0.0 | $2.4k | +14% | 200.00 | 11.82 |
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Moderna (MRNA) | 0.0 | $2.1k | -9% | 50.00 | 41.58 |
|
Lexicon Pharmaceuticals Com New (LXRX) | 0.0 | $1.4k | 1.9k | 0.74 |
|
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Organon & Co Common Stock (OGN) | 0.0 | $597.000000 | NEW | 40.00 | 14.93 |
|
Plug Power Com New (PLUG) | 0.0 | $213.000000 | NEW | 100.00 | 2.13 |
|
Past Filings by Quintet Private Bank
SEC 13F filings are viewable for Quintet Private Bank going back to 2023
- Quintet Private Bank 2024 Q4 filed Feb. 6, 2025
- Quintet Private Bank 2024 Q3 filed Oct. 30, 2024
- Quintet Private Bank 2024 Q2 filed July 24, 2024
- Quintet Private Bank 2024 Q1 filed May 15, 2024
- Quintet Private Bank 2023 Q4 filed Feb. 29, 2024
- Quintet Private Bank 2023 Q3 filed Nov. 13, 2023
- Quintet Private Bank 2022 Q2 filed Aug. 9, 2023
- Quintet Private Bank 2023 Q2 filed Aug. 9, 2023
- Quintet Private Bank 2023 Q1 filed May 12, 2023