Position in CVBF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,667,365
-$42,086 QoQ
Shares Held
85,991
-6.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $249,285,849 across 161 Banks - Regional names. CVBF ranks #32 (0.7% 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 | STEL |
Stellar Bancorp, Inc.
|
206,532 | $7,561,136 | |
| 6 | RF |
Regions Financial Corp
|
268,158 | $7,004,286 | |
| 7 | TCBK |
Trico Bancshares /
|
146,506 | $6,964,895 | |
| 8 | MBWM |
Mercantile Bank Corp
|
129,257 | $6,527,478 |
All Filings in CVBF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,667,365 | 85,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,709,451 | 91,906 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $335,406 | 17,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $347,492 | 17,559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,376 | 17,301 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $352,472 | 16,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $243,581 | 13,669 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $285,201 | 16,543 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $294,806 | 16,525 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $350,235 | 17,347 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $263,197 | 15,884 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $222,373 | 16,745 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $279,640 | 16,765 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $428,583 | 16,644 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $429,604 | 16,967 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $321,934 | 12,976 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $311,246 | 13,410 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $268,352 | 12,534 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $355,721 | 17,463 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||