Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,356,437
+$5,141,496 QoQ
Shares Held
147,683
+8.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#247
of 1,878 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 41%
Shared 18%
None 41%
Common Shares in BNY 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. BNY ranks #5 (1.6% 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
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|
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 BNY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,356,437 | 147,683 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,214,941 | 136,685 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,332,586 | 114,847 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $9,804,547 | 89,983 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $7,063,029 | 77,522 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,257,690 | 86,535 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,681,636 | 60,935 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,807,286 | 52,982 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,004,158 | 33,464 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,193,247 | 38,064 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $864,446 | 16,608 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,768,241 | 135,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,087,264 | 136,731 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $670,149 | 14,748 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $700,962 | 15,399 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $403,651 | 10,479 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $421,354 | 10,102 | Shares | Sole | 2022-08-10 | |
| 2021-03-31 | $204,340 | 4,321 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||