Position in C
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,623,099
+$2,532,017 QoQ
Shares Held
657,994
+6.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5.0883442706164494.ToString("F0")%
Shared 0.ToString("F0")%
None 94.91165572938355.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $599,569,358 across 19 Banks - Diversified names. C ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
837,325 | $246,307,522 | |
| 2 | C |
Citigroup Inc
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|
657,994 | $74,623,099 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
853,010 | $67,908,126 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
560,582 | $66,501,842 | |
| 5 | BAC |
Bank Of America Corp /De/
|
1,307,577 | $63,744,378 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
206,234 | $17,012,242 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,290,697 | $14,559,062 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
565,850 | $12,256,311 |
All Filings in C
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,623,099 | 657,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,091,082 | 617,800 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $51,353,417 | 505,945 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,957,517 | 398,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,864,669 | 265,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,602,154 | 221,653 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,942,279 | 254,669 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,666,684 | 231,117 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,103,630 | 191,392 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,883,552 | 114,377 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,438,208 | 132,220 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,985,385 | 216,885 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,507,837 | 245,422 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $10,919,155 | 241,414 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,095,602 | 218,277 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,447,035 | 205,415 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,176,224 | 190,566 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,105,541 | 167,338 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,115,669 | 158,388 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,577,974 | 149,512 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,881,268 | 135,825 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,099,956 | 50,275 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,149,033 | 49,850 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,556,175 | 50,023 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,646,947 | 62,843 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||