Position in BCS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,195,926
+$1,739,376 QoQ
Shares Held
305,135
+0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#79
of 552 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $756,380,884 across 19 Banks - Diversified names. BCS ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
|
664,798 | $93,045,128 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,037,503 | $85,739,247 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,492,730 | $85,055,755 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
548,683 | $79,345,048 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
200,940 | $19,107,384 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,255,568 | $17,326,838 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
553,887 | $13,880,408 |
All Filings in BCS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,195,926 | 305,135 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,456,550 | 305,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,352,505 | 288,900 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,087,542 | 294,511 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,443,486 | 292,818 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,489,067 | 292,257 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,915,340 | 294,608 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $345,443 | 43,838 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $391,883 | 50,306 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $536,546 | 68,788 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $428,140 | 66,897 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $471,770 | 62,075 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,462,132 | 185,080 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,691,914 | 163,470 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,445,532 | 140,071 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $339,747 | 35,207 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $294,900 | 28,827 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $104,261 | 13,049 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,600 | 12,096 | Shares | Sole | 2020-12-10 | |
| No filing history on record for this holder in this stock. | ||||||