Position in TFC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,502,122
-$194,262 QoQ
Shares Held
228,456
+5.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9.860542073747244.ToString("F0")%
Shared 0.ToString("F0")%
None 90.13945792625276.ToString("F0")%
Common Shares in TFC 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. TFC ranks #3 (4.2% 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
This page
|
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 TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,502,122 | 228,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,696,384 | 217,362 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,584,707 | 187,767 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,212,164 | 191,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,501,974 | 182,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,675,266 | 176,931 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,082,498 | 165,595 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,545,408 | 194,219 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,870,263 | 176,251 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,444,659 | 201,643 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,982,837 | 209,117 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,531,350 | 215,201 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,011,164 | 205,606 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,394,877 | 171,854 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,707,032 | 154,043 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,717,103 | 99,454 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,911,768 | 104,264 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,890,447 | 83,526 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,237,403 | 72,249 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,094,402 | 55,755 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,360,210 | 40,470 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,752,895 | 36,572 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,355,150 | 35,615 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,706,422 | 45,444 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,523,588 | 49,403 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||