Position in NWG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,943,556
+$101,803 QoQ
Shares Held
280,406
-13.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 422 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 13%
Shared 18%
None 69%
Common Shares in NWG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $656,201,193 across 144 Banks - Regional names. NWG ranks #29 (0.8% 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 NWG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,943,556 | 280,406 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,841,753 | 324,950 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,004,491 | 285,971 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,931,648 | 277,855 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,022,830 | 284,299 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,618,204 | 219,648 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,167,129 | 114,762 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $789,843 | 84,385 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $392,554 | 48,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $525,422 | 77,268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $151,413 | 26,894 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $113,317 | 19,437 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $224,218 | 36,637 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $267,201 | 40,485 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $138,838 | 21,492 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $123,836 | 24,817 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $167,629 | 30,758 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $99,722 | 16,321 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||