Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$153,818,838
+$28,711,392 QoQ
Shares Held
1,099,020
-0.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#136
of 2,629 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 45%
None 28%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Mar 31, 2026CallValue
$113,410
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $1,339,028,021 across 19 Banks - Diversified names. C ranks #3 (11.5% 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
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|
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 C
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,818,838 | 1,099,020 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $125,107,446 | 1,103,143 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $113,410 | 1,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $125,936,748 | 1,079,242 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $104,497,295 | 1,029,530 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $84,723,851 | 995,346 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $65,709,266 | 925,613 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $62,221,944 | 883,960 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $53,892,778 | 860,907 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $34,289,912 | 540,339 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $42,410,830 | 670,633 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,357,321 | 259,668 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,723,932 | 163,480 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,553,923 | 337,835 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $9,479,188 | 202,158 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,205,606 | 225,638 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,854,878 | 188,502 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,338,998 | 181,322 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,112,304 | 189,369 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,255,065 | 186,373 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,999,511 | 185,231 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $10,804,727 | 152,717 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $10,465,669 | 143,858 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $8,810,289 | 142,885 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,032,985 | 139,944 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,630,606 | 110,188 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,307,359 | 102,264 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||