Position in STEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,107,469
+$8,107,469 QoQ
Shares Held
206,192
-0.2% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#34
of 208 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $361,660,651 across 288 Banks - Regional names. STEL ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
204,801 | $50,426,102 | |
| 2 | USB |
US Bancorp De
|
339,001 | $20,475,660 | |
| 3 | TFC |
Truist Financial Corp
|
264,465 | $13,175,646 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
180,412 | $12,641,468 | |
| 5 | PB |
Prosperity Bancshares Inc
|
172,301 | $12,583,142 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
570,324 | $10,111,844 | |
| 7 | RF |
Regions Financial Corp
|
271,606 | $8,202,501 | |
| 8 | STEL |
Stellar Bancorp, Inc.
This page
|
206,192 | $8,107,469 |
All Filings in STEL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,107,469 | 206,192 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | — | 206,532 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | — | 203,687 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | — | 202,840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | — | 203,311 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | — | 203,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | — | 201,538 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | — | 201,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | — | 201,596 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | — | 201,581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | — | 201,538 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | — | 201,538 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | — | 201,589 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | — | 200,886 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | — | 200,908 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||