Position in BCAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,867,388
+$282,973 QoQ
Shares Held
89,606
+0.2% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 144 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 93%
Shared 1%
None 6%
Common Shares in BCAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $656,201,193 across 144 Banks - Regional names. BCAL ranks #61 (0.3% 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 BCAL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,867,388 | 89,606 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,584,415 | 89,414 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,642,193 | 87,959 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,443,186 | 86,522 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,330,821 | 84,443 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,222,019 | 85,277 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,412,135 | 85,377 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $546,490 | 36,950 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||