Cerity Partners LLC

Position in TFC — Truist Financial Corp

CIK 1566475 NEW YORK, NY

Position in TFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,597,382

-$3,999,725 QoQ

Shares Held

556,828

-7.4% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 34.78129691754007.ToString("F0")% Shared 7.868138814858448.ToString("F0")% None 57.35056426760149.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cerity Partners LLC holds $556,095,165 across 141 Banks - Regional names. TFC ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	1,251,708	$65,101,332
2	PNC	Pnc Financial Services Group, Inc.	253,073	$52,661,959
3	TFC	Truist Financial Corp This page	556,828	$25,597,382
4	FLG	Flagstar Bank, National Association	1,810,495	$23,844,217
5	CFG	Citizens Financial Group Inc/Ri	382,525	$22,940,022
6	FITB	Fifth Third Bancorp	400,954	$18,628,322
7	KEY	Keycorp /New/	893,770	$17,920,087
8	NU	Nu Holdings Ltd.	1,244,847	$17,888,450

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.