Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,138,286
-$508,273 QoQ
Shares Held
310,292
-0.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.631675969731734.ToString("F0")%
Shared 0.ToString("F0")%
None 86.36832403026827.ToString("F0")%
Common Shares in USB 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. USB ranks #2 (6.5% 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
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|
310,292 | $16,138,286 | |
| 3 | TFC |
Truist Financial Corp
|
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 USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,138,286 | 310,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,646,559 | 311,967 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,660,917 | 241,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,327,583 | 184,035 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,713,045 | 182,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,258,213 | 193,565 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,771,288 | 191,806 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,161,324 | 180,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,728,853 | 172,905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,320,481 | 146,037 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,236,175 | 158,384 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,539,056 | 167,647 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,507,529 | 180,514 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,453,231 | 193,837 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,306,306 | 181,208 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,605,127 | 165,257 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,176,188 | 172,647 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,064,883 | 161,383 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,449,277 | 142,148 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,696,419 | 135,096 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,304,625 | 132,067 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,790,228 | 59,889 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,197,640 | 61,301 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,423,124 | 65,810 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,136,864 | 62,028 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||