Position in CFR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,119,241
+$564,891 QoQ
Shares Held
13,715
+21.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 566 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CFR 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. CFR ranks #34 (0.6% 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
|
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 CFR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,119,241 | 13,715 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,554,350 | 11,339 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $994,172 | 7,851 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $841,626 | 6,639 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $892,710 | 6,945 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $514,572 | 4,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $602,514 | 4,488 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $282,222 | 2,523 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $240,964 | 2,371 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $290,880 | 2,584 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $282,074 | 2,600 | Shares | Sole | 2024-02-15 | |
| 2020-09-30 | $254,265 | 3,976 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $303,770 | 4,066 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $244,694 | 4,386 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||