Position in CBSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,337,018
+$6,712,209 QoQ
Shares Held
178,996
+143.0% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#58
of 505 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 9%
Shared 26%
None 65%
Common Shares in CBSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $656,201,193 across 144 Banks - Regional names. CBSH ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,217,564 | $73,540,864 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
291,239 | $71,708,863 | |
| 3 | FITB |
Fifth Third Bancorp
|
566,755 | $31,947,978 | |
| 4 | TFC |
Truist Financial Corp
|
552,501 | $27,525,598 | |
| 5 | FLG |
Flagstar Bank, National Association
|
1,836,630 | $27,439,250 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
377,806 | $26,472,864 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
1,182,953 | $20,973,755 | |
| 8 | KEY |
Keycorp /New/
|
876,717 | $20,208,325 |
All Filings in CBSH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,337,018 | 178,996 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,624,809 | 73,675 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,509,501 | 67,052 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,728,499 | 112,592 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,808,773 | 29,094 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,875,375 | 62,275 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,977,561 | 63,835 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,447,400 | 74,872 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,967,941 | 53,208 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,510,085 | 65,979 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $513,269 | 9,610 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $313,697 | 6,865 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $429,070 | 9,251 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $311,477 | 5,605 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $296,071 | 4,567 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $258,906 | 4,109 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,472 | 4,102 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $263,568 | 4,026 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||