Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,922,971
+$2,104,861 QoQ
Shares Held
332,203
+3.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 552 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 3%
Shared 15%
None 82%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $1,339,028,021 across 19 Banks - Diversified names. BCS ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,130,829 | $697,484,255 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,215,750 | $240,213,433 | |
| 3 | C |
Citigroup Inc
|
1,099,020 | $153,818,838 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,224,833 | $101,220,197 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
147,683 | $21,356,437 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
748,920 | $14,896,017 | |
| 7 | SAN |
Banco Santander, S.A.
|
975,491 | $13,461,775 | |
| 8 | UBS |
UBS Group AG
|
245,469 | $12,165,442 |
All Filings in BCS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,922,971 | 332,203 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,818,110 | 322,217 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,711,621 | 263,718 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,200,220 | 251,583 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,530,345 | 243,698 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,626,403 | 236,094 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,253,744 | 169,582 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,119,178 | 174,418 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $927,850 | 86,634 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,188,913 | 125,811 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $523,492 | 66,433 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $461,035 | 59,183 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $618,495 | 78,689 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $607,231 | 84,455 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $502,124 | 66,069 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||