Position in CFFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$181,920
-$47,932 QoQ
Shares Held
2,274
-29.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 79 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CFFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $361,660,651 across 288 Banks - Regional names. CFFI ranks #208 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
204,801 | $50,426,102 | |
| 2 | USB |
US Bancorp De
|
339,001 | $20,475,660 | |
| 3 | TFC |
Truist Financial Corp
|
264,465 | $13,175,646 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
180,412 | $12,641,468 | |
| 5 | PB |
Prosperity Bancshares Inc
|
172,301 | $12,583,142 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
570,324 | $10,111,844 | |
| 7 | RF |
Regions Financial Corp
|
271,606 | $8,202,501 | |
| 8 | STEL |
Stellar Bancorp, Inc.
|
206,192 | $8,107,469 |
All Filings in CFFI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,920 | 2,274 | Shares | Sole | 2026-08-11 | |
| 2024-12-31 | $229,852 | 3,226 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $252,098 | 3,697 | Shares | Sole | 2024-02-15 | |
| 2023-03-31 | $242,881 | 4,697 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $273,694 | 4,697 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $251,289 | 4,697 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $215,921 | 4,697 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $278,319 | 5,508 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $281,954 | 5,508 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $292,529 | 5,508 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $280,908 | 5,508 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $243,949 | 5,508 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $255,650 | 6,889 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||