Position in HWC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$517,660
+$159,840 QoQ
Shares Held
6,928
+23.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 393 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in HWC 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. HWC ranks #113 (0.1% 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 | STEL |
Stellar Bancorp, Inc.
|
206,247 | $8,109,632 |
All Filings in HWC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,660 | 6,928 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $357,820 | 5,627 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $255,802 | 4,017 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $830,208 | 13,260 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $742,354 | 12,933 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $382,087 | 7,896 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $380,314 | 8,302 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $372,194 | 8,396 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $458,294 | 8,788 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||