Position in PB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$12,594,826
+$7,154,187 QoQ
Shares Held
172,461
+113.0% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#58
of 451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PB 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. PB ranks #5 (3.5% 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
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|
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 PB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,594,826 | 172,461 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||