Position in WF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,475,852
+$371,136 QoQ
Shares Held
67,205
-3.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1%
Shared 9%
None 90%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $556,095,165 across 141 Banks - Regional names. WF ranks #28 (0.8% 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 WF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||