Position in AX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,302,591
+$219,481 QoQ
Shares Held
13,375
+5.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 381 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $357,977,915 across 204 Banks - Regional names. AX ranks #54 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
205,421 | $50,578,758 | |
| 2 | USB |
US Bancorp De
|
340,122 | $20,543,368 | |
| 3 | TFC |
Truist Financial Corp
|
267,277 | $13,315,740 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
180,598 | $12,654,501 | |
| 5 | PB |
Prosperity Bancshares Inc
|
172,461 | $12,594,826 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
570,865 | $10,121,436 | |
| 7 | RF |
Regions Financial Corp
|
273,006 | $8,244,781 | |
| 8 | STEL |
Stellar Bancorp, Inc.
|
206,247 | $8,109,632 |
All Filings in AX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302,591 | 13,375 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,083,110 | 12,729 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,007,813 | 11,697 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $922,600 | 10,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $988,976 | 13,006 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $826,114 | 12,804 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $639,476 | 9,155 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $336,093 | 5,345 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $302,380 | 5,291 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $271,551 | 5,025 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||