Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,627,333
+$2,265,932 QoQ
Shares Held
550,574
+0.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#118
of 1,096 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 7%
Shared 5%
None 88%
Common Shares in RF 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. RF ranks #9 (2.5% 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 RF
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,627,333 | 550,574 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $14,361,401 | 549,824 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,134,265 | 558,460 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,429,146 | 660,946 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,399,202 | 569,694 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,801,439 | 497,075 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,010,840 | 510,665 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,269,136 | 483,032 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,827,860 | 440,512 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,645,072 | 458,416 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,477,222 | 334,222 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,546,054 | 322,445 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,791,713 | 325,012 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $419,400 | 22,597 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $416,452 | 19,316 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $317,166 | 15,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,693 | 13,477 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $214,987 | 9,658 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $399,659 | 18,333 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $408,107 | 19,151 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $353,715 | 17,528 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $433,426 | 20,979 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $590,798 | 36,650 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $335,165 | 29,069 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||