Position in CVBF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,330,325
+$3,008,004 QoQ
Shares Held
280,724
+63.8% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 323 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 14%
Shared 16%
None 70%
Common Shares in CVBF 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. CVBF ranks #26 (1.0% 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
|
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 CVBF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,330,325 | 280,724 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,322,321 | 171,342 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,203,923 | 172,254 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,302,839 | 174,661 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,566,019 | 180,193 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,406,276 | 184,522 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,979,797 | 185,885 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,363,929 | 132,656 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,795,632 | 104,155 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,058,093 | 115,364 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,133,547 | 56,144 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $872,277 | 52,642 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $736,734 | 55,477 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $912,496 | 54,706 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||