Position in COFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$810,109
-$71,298 QoQ
Shares Held
28,809
-3.5% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 98.31996945399007.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6800305460099276.ToString("F0")%
Common Shares in COFS 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. COFS ranks #89 (0.1% 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
|
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 COFS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $810,109 | 28,809 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $881,407 | 29,858 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $821,797 | 28,377 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $815,367 | 28,410 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $814,881 | 28,324 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,010,251 | 28,346 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $876,236 | 28,348 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,055,637 | 36,846 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,015,695 | 73,700 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,351,433 | 46,124 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||