Position in CFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,472,864
+$3,532,842 QoQ
Shares Held
377,806
-1.2% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#118
of 1,091 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 9%
Shared 20%
None 71%
Common Shares in CFG 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. CFG ranks #6 (4.0% 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
This page
|
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 CFG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,472,864 | 377,806 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||