Cerity Partners LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1566475 NEW YORK, NY

Position in CFR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,794,403

-$88,515 QoQ

Shares Held

63,386

-12.1% QoQ

Ownership

0.102%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#88

of 566 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 2% Shared 65% None 33%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $656,201,193 across 144 Banks - Regional names. CFR ranks #17 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,794,403	63,386	-12.1%	Shares	Defined	2026-08-14
2026-03-31	$9,882,918	72,096	+13.5%	Shares	Sole	2026-05-15
2025-12-31	$8,042,396	63,511	+4.6%	Shares	Sole	2026-02-11
2025-09-30	$7,697,601	60,721	-8.5%	Shares	Other	2025-10-22
2025-06-30	$8,526,829	66,336	+8.5%	Shares	Defined	2025-08-13
2025-03-31	$7,657,232	61,160	+31.1%	Shares	Sole	2025-04-30
2024-12-31	$6,262,494	46,648	-0.1%	Shares	Other	2025-02-13
2024-09-30	$5,225,539	46,715	+48.4%	Shares	Sole	2024-11-12
2024-06-30	$3,198,397	31,471	-24.2%	Shares	Sole	2024-08-13
2024-03-31	$4,671,542	41,499	+1419.6%	Shares	Sole	2024-05-14
2023-12-31	$296,286	2,731	+5.0%	Shares	Sole	2024-01-26
2023-06-30	$279,685	2,601	-16.4%	Shares	Sole	2023-08-14
2023-03-31	$327,923	3,113	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.