MERCER GLOBAL ADVISORS INC /ADV
Position in BNY — Bank of New York Mellon Corp
CIK 853758
DENVER, CO
Position in BNY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$79,345,048
+$12,843,206 QoQ
Shares Held
548,683
-2.1% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#111
of 1,878 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BNY 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. BNY ranks #5 (10.5% 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
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|
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 BNY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,345,048 | 548,683 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $66,501,842 | 560,582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,137,290 | 518,023 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $53,880,175 | 494,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,798,532 | 414,867 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,546,023 | 376,130 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,057,394 | 365,188 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $8,504,605 | 163,393 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,337,747 | 148,599 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,404,023 | 143,846 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,658,826 | 102,527 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,801,586 | 105,483 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,926,728 | 101,940 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,258,841 | 102,106 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,051,500 | 61,485 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,752,316 | 64,606 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,613,196 | 69,699 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,570,577 | 69,697 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,724,702 | 78,763 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,900,943 | 68,354 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,951,233 | 56,821 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,985,373 | 51,368 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,609,870 | 47,799 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||