Position in USB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$20,543,368
+$4,405,082 QoQ
Shares Held
340,122
+9.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#250
of 2,052 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in USB 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. USB ranks #2 (5.7% 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
This page
|
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
|
273,006 | $8,244,781 | |
| 8 | STEL |
Stellar Bancorp, Inc.
|
206,247 | $8,109,632 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,543,368 | 340,122 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||