Position in CWBC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$937,306
+$176,771 QoQ
Shares Held
34,896
+6.9% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 148 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CWBC 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. CWBC ranks #67 (0.3% 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 CWBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,306 | 34,896 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||