MERCER GLOBAL ADVISORS INC /ADV
Position in CFG — Citizens Financial Group Inc/Ri
CIK 853758
DENVER, CO
Position in CFG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$12,654,501
+$3,450,786 QoQ
Shares Held
180,598
+17.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#172
of 1,091 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $358,975,887 across 204 Banks - Regional names. CFG ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
205,421 | $50,578,758 | |
| 2 | USB |
US Bancorp \De\
|
340,122 | $20,543,368 | |
| 3 | TFC |
Truist Financial Corp
|
267,277 | $13,315,740 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
This page
|
180,598 | $12,654,501 | |
| 5 | PB |
Prosperity Bancshares Inc
|
172,461 | $12,594,826 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
570,865 | $10,121,436 | |
| 7 | RF |
Regions Financial Corp
|
273,006 | $8,244,781 | |
| 8 | 206,247 | $8,109,632 |
All Filings in CFG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,654,501 | 180,598 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $9,203,715 | 153,472 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,142,391 | 156,521 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,483,354 | 84,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,623,440 | 36,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,973,770 | 48,176 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,010,772 | 45,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,053,732 | 98,703 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,558,502 | 98,765 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,665,166 | 45,885 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,479,303 | 44,638 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,282,326 | 47,848 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,438,859 | 55,171 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,032,105 | 264,475 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,313,410 | 185,761 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,855,425 | 170,414 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,169,978 | 200,896 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,323,675 | 183,624 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,476,224 | 179,391 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,177,667 | 174,067 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,679,050 | 167,409 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,615,965 | 149,852 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $5,906,586 | 165,173 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,751,173 | 187,942 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $4,309,679 | 170,748 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||