Position in FFWM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$222,907
-$7,900 QoQ
Shares Held
37,781
+0.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 153 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in FFWM 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. FFWM ranks #136 (0.0% 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 FFWM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,907 | 37,781 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $230,807 | 37,469 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $132,337 | 23,759 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $126,668 | 24,837 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $128,727 | 24,803 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $174,209 | 28,053 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $175,312 | 28,095 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $173,005 | 26,413 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $226,333 | 29,978 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $237,614 | 24,547 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $149,294 | 24,555 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $68,970 | 17,373 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $217,500 | 15,178 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||