Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,198,772
-$9,455,516 QoQ
Shares Held
12,309
-90.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#155
of 381 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 35%
Shared 17%
None 47%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $655,221,439 across 144 Banks - Regional names. AX ranks #76 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,217,564 | $73,540,864 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
291,239 | $71,708,863 | |
| 3 | FITB |
Fifth Third Bancorp
|
566,755 | $31,947,978 | |
| 4 | TFC |
Truist Financial Corp
|
552,501 | $27,525,598 | |
| 5 | FLG |
Flagstar Bank, National Association
|
1,836,630 | $27,439,250 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
377,806 | $26,472,864 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
1,182,953 | $20,973,755 | |
| 8 | KEY |
Keycorp /New/
|
876,717 | $20,208,325 |
All Filings in AX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,772 | 12,309 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,654,288 | 125,212 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,651,125 | 112,014 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,166,392 | 13,779 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $879,402 | 11,565 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $676,814 | 10,490 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,001,718 | 14,341 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $770,342 | 12,251 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $550,468 | 9,632 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $512,785 | 9,489 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $259,623 | 4,755 | Shares | Sole | 2024-01-26 | |
| 2023-03-31 | $39,282 | 1,064 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||