Position in WAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,177,464
+$7,822,671 QoQ
Shares Held
111,648
+483.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
of 493 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 13%
Shared 30%
None 56%
Common Shares in WAL 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. WAL ranks #18 (1.4% 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 WAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,177,464 | 111,648 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,354,793 | 19,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $624,891 | 7,433 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $262,900 | 3,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $462,635 | 5,349 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $217,539 | 3,389 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $403,095 | 6,127 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||