Position in WBS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,723,729
-$614,544 QoQ
Shares Held
22,556
-33.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 536 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WBS 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. WBS ranks #46 (0.5% 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
|
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 WBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723,729 | 22,556 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,338,273 | 33,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,432,954 | 22,767 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,642,327 | 27,630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,322,466 | 24,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,206,012 | 23,395 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,192,531 | 21,596 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $224,555 | 4,423 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $231,668 | 4,564 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $216,908 | 5,381 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $205,586 | 5,446 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $233,129 | 5,914 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $314,432 | 6,642 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $306,049 | 6,771 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $206,155 | 4,891 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $308,772 | 5,502 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $452,376 | 8,481 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $477,913 | 8,672 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||