Position in MBWM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,345,338
+$817,860 QoQ
Shares Held
127,923
-1.0% QoQ
Ownership
0.740%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#20
of 206 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MBWM 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. MBWM ranks #10 (2.0% 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 MBWM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,345,338 | 127,923 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,527,478 | 129,257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,270,413 | 109,572 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,976,685 | 110,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,937,699 | 106,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,594,040 | 105,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,688,578 | 105,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,913,122 | 112,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,559,134 | 112,377 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,325,390 | 112,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,537,783 | 112,377 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,678,073 | 86,641 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,393,024 | 86,641 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,649,481 | 86,641 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||