Position in CHCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$976,495
+$252,324 QoQ
Shares Held
7,362
+21.5% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 253 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 82%
Shared 16%
None 2%
Common Shares in CHCO 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. CHCO ranks #87 (0.1% 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 CHCO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,495 | 7,362 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $724,171 | 6,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $722,709 | 6,063 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $751,395 | 6,066 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $776,142 | 6,340 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $747,931 | 6,367 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $776,873 | 6,557 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $878,781 | 7,486 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $745,556 | 7,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $744,130 | 7,140 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $798,172 | 7,239 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $633,263 | 7,009 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,040,284 | 11,560 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $647,065 | 7,120 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $658,146 | 7,070 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $623,845 | 7,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $561,875 | 7,034 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||