Position in PB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,440,639
+$2,418,045 QoQ
Shares Held
80,986
+85.2% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23.108932408070533.ToString("F0")%
Shared 0.ToString("F0")%
None 76.89106759192947.ToString("F0")%
Common Shares in PB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $249,285,849 across 161 Banks - Regional names. PB ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,753 | $39,693,791 | |
| 2 | USB |
US Bancorp De
|
310,292 | $16,138,286 | |
| 3 | TFC |
Truist Financial Corp
|
228,456 | $10,502,122 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
153,472 | $9,203,715 | |
| 5 | STEL |
Stellar Bancorp, Inc.
|
206,532 | $7,561,136 | |
| 6 | RF |
Regions Financial Corp
|
268,158 | $7,004,286 | |
| 7 | TCBK |
Trico Bancshares /
|
146,506 | $6,964,895 | |
| 8 | MBWM |
Mercantile Bank Corp
|
129,257 | $6,527,478 |
All Filings in PB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,440,639 | 80,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,022,594 | 43,736 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,055,523 | 30,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,180,874 | 16,812 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $509,510 | 7,139 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $601,066 | 7,977 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $532,381 | 7,387 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $460,873 | 7,538 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $496,046 | 7,541 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $687,662 | 10,153 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $469,879 | 8,609 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $435,178 | 7,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $503,172 | 8,179 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $572,427 | 7,876 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $519,437 | 7,790 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $588,965 | 8,627 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $520,627 | 7,504 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $501,978 | 6,943 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $477,922 | 6,719 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $422,973 | 5,891 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $440,353 | 5,880 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $332,165 | 4,789 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $242,512 | 4,679 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $278,076 | 4,683 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $225,617 | 4,676 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||