Position in NMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,807,869
+$302,038 QoQ
Shares Held
319,803
+0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 301 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 2%
Shared 19%
None 79%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. NMR ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in NMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,869 | 319,803 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,505,831 | 317,596 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,600,622 | 309,967 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,185,223 | 300,581 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,957,418 | 297,480 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,024,586 | 329,201 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,867,796 | 322,590 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,790,178 | 342,946 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,491,875 | 258,110 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,104,463 | 327,798 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,014,822 | 225,016 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $756,760 | 188,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $749,649 | 195,731 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $839,005 | 220,791 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $744,157 | 198,442 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $560,435 | 169,829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $428,862 | 119,794 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $77,618 | 18,393 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $190,623 | 44,024 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||