Position in UBSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,798,500
+$1,052,491 QoQ
Shares Held
67,564
+48.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 29%
Shared 39%
None 32%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $556,095,164 across 141 Banks - Regional names. UBSI ranks #42 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
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 |
All Filings in UBSI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,798,500 | 67,564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,746,009 | 45,469 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,542,391 | 41,451 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,586,708 | 43,555 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,463,455 | 42,211 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,572,030 | 41,865 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,639,040 | 44,179 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,105,944 | 34,092 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,456,259 | 40,689 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $620,588 | 16,527 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $419,368 | 15,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $748,989 | 25,244 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $519,024 | 14,745 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $585,363 | 14,457 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $522,379 | 14,612 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $512,512 | 14,614 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||