Position in NTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,357,918
+$112,619 QoQ
Shares Held
25,875
+3.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 4.181642512077294.ToString("F0")%
Shared 32.15458937198068.ToString("F0")%
None 63.663768115942034.ToString("F0")%
Common Shares in NTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $1,144,922,273 across 19 Banks - Diversified names. NTB ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,094,775 | $616,199,014 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,130,968 | $201,384,688 | |
| 3 | C |
Citigroup Inc
|
1,103,143 | $125,107,446 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,051,839 | $83,736,901 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,685 | $16,214,941 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
792,470 | $13,448,214 | |
| 7 | SAN |
Banco Santander, S.A.
|
954,582 | $10,767,683 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
129,896 | $10,715,119 |
All Filings in NTB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,357,918 | 25,875 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,245,299 | 24,996 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $880,933 | 20,525 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $654,414 | 14,779 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $557,412 | 14,322 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $317,838 | 8,696 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $324,507 | 8,799 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||