Position in TFC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$13,315,740
+$2,813,618 QoQ
Shares Held
267,277
+17.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#241
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TFC 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. TFC ranks #3 (3.7% 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
This page
|
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
|
273,006 | $8,244,781 | |
| 8 | STEL |
Stellar Bancorp, Inc.
|
206,247 | $8,109,632 |
All Filings in TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,315,740 | 267,277 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||