Position in C
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$125,107,446
-$829,302 QoQ
Shares Held
1,103,143
+2.2% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 27.491086830991087.ToString("F0")%
Shared 45.63995782958329.ToString("F0")%
None 26.86895533942562.ToString("F0")%
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 Mar 31, 2026Cerity Partners LLC holds $1,144,922,273 across 19 Banks - Diversified names. C ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,094,775 | $616,199,014 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,130,968 | $201,384,688 | |
| 3 | C |
Citigroup Inc
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|
1,103,143 | $125,107,446 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,051,839 | $83,736,901 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,685 | $16,214,941 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
792,470 | $13,448,214 | |
| 7 | SAN |
Banco Santander, S.A.
|
954,582 | $10,767,683 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
129,896 | $10,715,119 |
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||