MERCER GLOBAL ADVISORS INC /ADV

Position in WFC — Wells Fargo & Company/Mn

CIK 853758 DENVER, CO

Position in WFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$67,908,126

-$6,994,943 QoQ

Shares Held

853,010

+6.1% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 4.586347170607613.ToString("F0")% Shared 0.ToString("F0")% None 95.41365282939239.ToString("F0")%

Financial Services · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $599,569,358 across 19 Banks - Diversified names. WFC ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	837,325	$246,307,522
2	C	Citigroup Inc	657,994	$74,623,099
3	WFC	Wells Fargo & Company/Mn This page	853,010	$67,908,126
4	BNY	Bank of New York Mellon Corp	560,582	$66,501,842
5	BAC	Bank Of America Corp /De/	1,307,577	$63,744,378
6	HSBC	Hsbc Holdings PLC	206,234	$17,012,242
7	SAN	Banco Santander, S.A.	1,290,697	$14,559,062
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	565,850	$12,256,311

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,908,126	853,010	+6.1%	Shares	Sole	2026-05-15
2025-12-31	$74,903,069	803,681	+9.5%	Shares	Sole	2026-02-18
2025-09-30	$61,517,006	733,918	+11.6%	Shares	Sole	2025-11-14
2025-06-30	$52,708,304	657,867	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$47,447,733	660,924	+1.4%	Shares	Sole	2025-05-15
2024-12-31	$45,766,487	651,573	+3.8%	Shares	Sole	2025-02-14
2024-09-30	$35,452,220	627,584	+3.4%	Shares	Sole	2024-11-14
2024-06-30	$36,061,310	607,195	+16.7%	Shares	Sole	2024-08-12
2024-03-31	$30,163,427	520,418	+91.4%	Shares	Sole	2024-05-15
2023-12-31	$13,381,047	271,862	-1.8%	Shares	Sole	2024-02-15
2023-09-30	$11,317,647	276,986	+5.4%	Shares	Sole	2023-11-15
2023-06-30	$11,215,535	262,782	+20.7%	Shares	Sole	2023-08-14
2023-03-31	$8,138,149	217,714	-18.3%	Shares	Sole	2023-05-16
2022-12-31	$10,999,366	266,393	-0.6%	Shares	Sole	2023-02-09
2022-09-30	$10,782,700	268,093	+6.1%	Shares	Sole	2022-11-15
2022-06-30	$9,898,102	252,696	-2.0%	Shares	Sole	2022-08-10
2022-03-31	$12,496,574	257,874	+26.0%	Shares	Sole	2022-05-10
2021-12-31	$9,817,475	204,616	-20.7%	Shares	Sole	2022-02-04
2021-09-30	$11,968,767	257,892	+20.3%	Shares	Sole	2021-11-10
2021-06-30	$9,707,368	214,338	+3.3%	Shares	Sole	2021-08-10
2021-03-31	$8,109,486	207,563	+144.3%	Shares	Sole	2021-08-10
2020-12-31	$2,564,454	84,972	-5.4%	Shares	Sole	2021-02-12
2020-09-30	$2,112,632	89,861	-41.0%	Shares	Sole	2020-12-10
2020-06-30	$3,900,288	152,355	-4.8%	Shares	Sole	2020-08-10
2020-03-31	$4,595,070	160,107	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.