Position in WF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,337,201
-$138,651 QoQ
Shares Held
75,561
+12.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 200 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 7%
None 92%
Common Shares in WF 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. WF ranks #34 (0.7% 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 WF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,337,201 | 75,561 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,475,852 | 67,205 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,104,716 | 69,820 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,588,097 | 63,902 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,296,054 | 66,279 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,276,616 | 68,203 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,268,343 | 40,587 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,501,195 | 42,015 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $635,000 | 19,819 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $976,110 | 30,099 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $765,684 | 25,337 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $563,864 | 20,564 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $540,724 | 20,064 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $490,387 | 18,653 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $573,697 | 20,839 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $466,688 | 20,909 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $535,001 | 18,918 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $579,560 | 18,038 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||