Position in KB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,705,565
+$894,585 QoQ
Shares Held
44,832
+17.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 361 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 8%
None 90%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $655,221,439 across 144 Banks - Regional names. KB ranks #31 (0.7% 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 KB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,705,565 | 44,832 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,810,980 | 38,213 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,835,963 | 32,961 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,859,565 | 34,490 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,497,356 | 42,346 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,522,608 | 46,620 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,619,999 | 28,471 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,107,774 | 34,134 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,139,332 | 20,126 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,508,207 | 28,965 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $945,635 | 22,858 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $896,979 | 21,819 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $806,769 | 22,164 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $753,784 | 20,697 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $846,344 | 21,892 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $567,114 | 18,816 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,616 | 17,194 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $693,369 | 15,021 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||