Position in AX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$213,978,975
+$28,737,793 QoQ
Shares Held
2,197,135
+0.9% QoQ
Ownership
3.87%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#7
of 381 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 7%
None 3%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. AX ranks #50 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in AX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,978,975 | 2,197,135 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $185,241,182 | 2,177,003 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $186,923,600 | 2,169,494 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $183,840,498 | 2,171,772 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $176,985,380 | 2,327,530 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $158,033,350 | 2,449,370 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $180,170,947 | 2,579,398 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $164,718,372 | 2,619,567 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $151,639,922 | 2,653,367 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $145,110,043 | 2,685,234 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $148,748,471 | 2,724,331 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $98,059,857 | 2,590,065 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $100,966,911 | 2,560,013 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $91,080,677 | 2,466,974 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $87,643,731 | 2,293,138 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $73,486,502 | 2,146,845 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $75,690,497 | 2,111,311 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $96,877,489 | 2,088,327 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $115,845,072 | 2,071,992 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $109,324,328 | 2,121,155 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $101,868,682 | 2,195,919 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $111,650,959 | 2,375,047 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $57,999,266 | 2,488,171 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $54,992,138 | 2,490,586 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $42,409,986 | 2,339,216 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||