Position in C
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$93,045,128
+$18,422,029 QoQ
Shares Held
664,798
+1.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#186
of 2,629 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in C 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. C ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
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|
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 C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,045,128 | 664,798 | Shares | Sole | 2026-08-19 | |
| 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 | $10,704,923 | 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. | ||||||