Position in CATY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,810,117
+$68,852 QoQ
Shares Held
36,304
+0.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CATY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $240,606,322 across 162 Banks - Regional names. CATY ranks #29 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,753 | $39,693,791 | |
| 2 | USB |
US Bancorp De
|
310,292 | $16,138,286 | |
| 3 | TFC |
Truist Financial Corp
|
228,456 | $10,502,122 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
153,472 | $9,203,715 | |
| 5 | RF |
Regions Financial Corp
|
268,158 | $7,004,286 | |
| 6 | TCBK |
Trico Bancshares /
|
146,506 | $6,964,895 | |
| 7 | MBWM |
Mercantile Bank Corp
|
129,257 | $6,527,478 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
72,559 | $6,250,232 |
All Filings in CATY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,810,117 | 36,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,741,265 | 35,984 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,671,948 | 34,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,577,796 | 34,654 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,112,884 | 25,863 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,243,192 | 26,112 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,386,468 | 32,281 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,134,730 | 30,083 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,006 | 53,029 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,442 | 54,786 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,872 | 53,865 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,104 | 65,367 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,819 | 52,699 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,745 | 42,776 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,647,703 | 42,842 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,674,876 | 42,781 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,911,451 | 42,714 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,951,015 | 45,383 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,855,017 | 44,818 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,758,998 | 44,690 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,819,114 | 44,608 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,433,452 | 44,531 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $963,957 | 44,463 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,165,931 | 44,332 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,022,124 | 44,537 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||