Position in CVBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,322,321
+$118,398 QoQ
Shares Held
171,342
-0.5% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 36%
Shared 24%
None 40%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $556,095,164 across 141 Banks - Regional names. CVBF ranks #36 (0.6% 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 CVBF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||