Position in RF
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,244,781
+$1,240,495 QoQ
Shares Held
273,006
+1.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#169
of 1,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in RF 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. RF ranks #7 (2.3% 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
This page
|
273,006 | $8,244,781 | |
| 8 | STEL |
Stellar Bancorp, Inc.
|
206,247 | $8,109,632 |
All Filings in RF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,244,781 | 273,006 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $7,004,286 | 268,158 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,311,000 | 306,679 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,075,173 | 230,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,799,750 | 161,554 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,398,072 | 156,377 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,571,911 | 151,867 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,991,699 | 128,234 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,519,629 | 125,730 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,416,633 | 114,859 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,908,949 | 98,501 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,452,006 | 84,419 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,441,602 | 80,898 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,304,378 | 70,279 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,792,153 | 83,124 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,456,921 | 72,592 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,301,793 | 69,429 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,193,091 | 53,598 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,209,616 | 55,487 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,104,198 | 51,816 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,045,424 | 51,805 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,047,709 | 50,712 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $885,181 | 54,912 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $582,610 | 50,530 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $520,371 | 46,796 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $527,579 | 58,816 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||