Position in NWBI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,312,810
+$436,426 QoQ
Shares Held
86,597
+25.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 314 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in NWBI 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. NWBI ranks #52 (0.4% 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 NWBI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,312,810 | 86,597 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $876,384 | 69,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $757,740 | 63,145 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $763,496 | 61,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $496,196 | 38,826 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $434,835 | 36,176 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $436,351 | 33,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $421,403 | 31,495 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $360,798 | 31,238 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $339,679 | 29,157 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $356,191 | 28,541 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $276,762 | 27,054 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $287,408 | 27,114 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $331,582 | 27,563 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $384,687 | 27,517 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $374,672 | 27,733 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $351,872 | 27,490 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $369,633 | 27,360 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||