Position in CACC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,111,747
+$2,020,491 QoQ
Shares Held
4,887
+89.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#74
of 297 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 58%
Shared 2%
None 40%
Common Shares in CACC Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $822,843,665 across 24 Credit Services names. CACC ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,173,343 | $402,562,248 | |
| 2 | MA |
Mastercard Inc
|
397,899 | $204,360,925 | |
| 3 | COF |
Capital One Financial Corp
|
381,508 | $76,538,134 | |
| 4 | AXP |
American Express Co
|
218,769 | $73,998,612 | |
| 5 | SYF |
Synchrony Financial
|
198,493 | $15,095,392 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
176,387 | $10,754,314 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
227,261 | $9,813,128 | |
| 8 | ALLY |
Ally Financial Inc.
|
133,619 | $6,139,792 |
All Filings in CACC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,111,747 | 4,887 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,091,256 | 2,577 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348,928,962 | 786,833 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $371,939,161 | 796,563 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $405,839,447 | 796,654 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $411,794,804 | 797,511 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $373,865,268 | 796,373 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $353,867,340 | 798,041 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $410,732,139 | 798,034 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $440,315,602 | 798,324 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $472,515,528 | 886,970 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $450,645,146 | 887,219 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $386,742,625 | 886,943 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||