Position in CWBC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$760,535
+$93,253 QoQ
Shares Held
32,641
+10.1% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 3.0544407340461386.ToString("F0")%
Shared 0.ToString("F0")%
None 96.94555926595386.ToString("F0")%
Common Shares in CWBC 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. CWBC ranks #56 (0.3% 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 CWBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $760,535 | 32,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $667,282 | 29,657 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $552,197 | 26,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $424,244 | 21,745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $401,016 | 21,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $414,169 | 21,382 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||