Position in BNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,732,382
+$595,275 QoQ
Shares Held
42,980
-5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 531 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 4%
Shared 16%
None 80%
Common Shares in BNS 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. BNS ranks #16 (0.3% 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 BNS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,732,382 | 42,980 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,137,107 | 45,262 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,122,980 | 42,380 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,558,782 | 39,579 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $2,198,751 | 39,782 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,895,065 | 39,955 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $827,717 | 15,408 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $904,261 | 16,595 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,364,821 | 51,724 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,130,926 | 21,841 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $353,927 | 7,269 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $226,217 | 4,962 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $356,935 | 7,133 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,721 | 5,614 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $222,199 | 4,671 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $244,122 | 4,123 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $215,930 | 3,012 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||