Position in CFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,940,022
+$2,923,325 QoQ
Shares Held
382,525
+11.6% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 7.247108032154761.ToString("F0")%
Shared 23.285014051369192.ToString("F0")%
None 69.46787791647606.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $556,095,165 across 141 Banks - Regional names. CFG ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,251,708 | $65,101,332 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
253,073 | $52,661,959 | |
| 3 | TFC |
Truist Financial Corp
|
556,828 | $25,597,382 | |
| 4 | FLG |
Flagstar Bank, National Association
|
1,810,495 | $23,844,217 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
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|
382,525 | $22,940,022 | |
| 6 | FITB |
Fifth Third Bancorp
|
400,954 | $18,628,322 | |
| 7 | KEY |
Keycorp /New/
|
893,770 | $17,920,087 | |
| 8 | NU |
Nu Holdings Ltd.
|
1,244,847 | $17,888,450 |
All Filings in CFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,940,022 | 382,525 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $20,016,697 | 342,693 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $10,515,154 | 197,802 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,816,814 | 331,102 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,639,880 | 186,475 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,617,203 | 379,735 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $15,339,603 | 373,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,034,475 | 306,258 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,050,050 | 304,493 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,850,766 | 267,072 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,279,764 | 271,633 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,781,347 | 260,021 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $464,600 | 15,298 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $559,290 | 14,206 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $803,405 | 23,382 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $818,086 | 22,922 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $897,941 | 19,809 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $394,348 | 8,346 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $317,537 | 6,759 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $305,081 | 6,651 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $297,659 | 6,742 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $247,316 | 6,916 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||