Position in KB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,628,664
+$588,181 QoQ
Shares Held
15,517
+48.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#116
of 361 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $357,977,915 across 204 Banks - Regional names. KB ranks #47 (0.5% 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 KB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,628,664 | 15,517 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,040,483 | 10,433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $874,682 | 10,166 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $853,392 | 10,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $887,842 | 10,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $607,979 | 11,236 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $631,362 | 11,096 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $370,067 | 5,993 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $329,583 | 5,822 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $325,593 | 6,253 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $273,497 | 6,611 | Shares | Sole | 2024-02-15 | |
| 2022-12-31 | $405,427 | 10,487 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $319,694 | 10,607 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $407,340 | 10,950 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $536,299 | 10,983 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $484,818 | 10,503 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $410,682 | 8,849 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $318,379 | 6,458 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $282,443 | 5,714 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $306,820 | 7,748 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||