Position in BMRC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$638,595
+$63,484 QoQ
Shares Held
23,054
+2.7% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 140 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 85%
Shared 5%
None 10%
Common Shares in BMRC 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. BMRC ranks #95 (0.1% 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 BMRC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,595 | 23,054 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $575,111 | 22,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $583,221 | 22,423 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $558,415 | 22,999 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $473,062 | 20,712 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $453,913 | 20,567 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $492,276 | 20,710 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $412,507 | 20,533 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $322,456 | 19,917 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $333,941 | 19,913 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $429,830 | 19,520 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $344,918 | 19,520 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $426,701 | 19,493 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $640,929 | 19,493 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $491,922 | 15,479 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $542,848 | 15,479 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||