Cerity Partners LLC

Position in TFC — Truist Financial Corp

CIK 1566475 NEW YORK, NY

Position in TFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,525,598

+$1,928,216 QoQ

Shares Held

552,501

-0.8% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#145

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 35% Shared 4% None 61%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $655,221,439 across 144 Banks - Regional names. TFC ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,525,598	552,501	-0.8%	Shares	Other	2026-08-14
2026-03-31	$25,597,382	556,828	-7.4%	Shares	Sole	2026-05-15
2025-12-31	$29,597,107	601,445	+4.2%	Shares	Other	2026-02-11
2025-09-30	$26,379,891	576,988	+6.0%	Shares	Sole	2025-10-22
2025-06-30	$23,397,350	544,251	+2.2%	Shares	Sole	2025-08-13
2025-03-31	$21,912,621	532,506	-3.0%	Shares	Sole	2025-04-30
2024-12-31	$23,820,305	549,108	+1.1%	Shares	Other	2025-02-13
2024-09-30	$23,228,814	543,110	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$20,941,004	539,022	+11.6%	Shares	Sole	2024-08-13
2024-03-31	$18,830,302	483,076	-9.6%	Shares	Defined	2024-05-14
2023-12-31	$19,722,811	534,204	+4.8%	Shares	Other	2024-01-26
2023-09-30	$14,581,172	509,653	-25.0%	Shares	Sole	2023-11-14
2023-06-30	$20,625,981	679,604	+36.5%	Shares	Sole	2023-08-14
2023-03-31	$16,974,161	497,776	-16.9%	Shares	Sole	2023-05-11
2022-12-31	$25,770,279	598,891	+112.3%	Shares	Other	2023-02-15
2022-09-30	$12,280,761	282,057	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$13,533,439	285,335	+244.1%	Shares	Sole	2022-08-10
2022-03-31	$4,702,301	82,933	-3.8%	Shares	Sole	2022-04-25
2021-12-31	$5,047,010	86,200	+3.7%	Shares	Sole	2022-02-14
2021-09-30	$4,875,574	83,130	+2.1%	Shares	Sole	2021-10-25
2021-06-30	$4,518,865	81,421	-1.8%	Shares	Sole	2021-08-11
2021-03-31	$4,837,002	82,939	+4.4%	Shares	Sole	2021-08-11
2020-12-31	$3,808,086	79,451	+0.9%	Shares	Sole	2021-02-11
2020-09-30	$2,997,350	78,774	+825.0%	Shares	Sole	2020-11-12
2020-06-30	$319,775	8,516	-21.4%	Shares	Sole	2020-08-17
2020-03-31	$334,182	10,836	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.