Position in BCS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$173,601,227
+$37,024,180 QoQ
Shares Held
6,463,188
+0.1% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 3%
None 1%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. BCS ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,418,112 | $6,356,130,597 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,531,185 | $1,796,646,919 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,695,330 | $1,544,982,069 | |
| 4 | C |
Citigroup Inc
|
7,976,653 | $1,116,412,352 | |
| 5 | TD |
Toronto Dominion Bank
|
7,764,118 | $942,796,845 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
9,812,755 | $933,094,871 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,469,148 | $790,893,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,659,355 | $646,608,026 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,601,227 | 6,463,188 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $136,577,047 | 6,454,492 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $166,547,852 | 6,544,120 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $143,952,284 | 6,964,310 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $136,508,728 | 7,343,127 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $139,582,384 | 9,087,395 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $143,530,894 | 10,799,917 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $137,471,294 | 11,314,510 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $156,227,067 | 14,587,028 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $145,120,823 | 15,356,701 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $130,050,754 | 16,503,903 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $148,365,696 | 19,045,661 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $141,263,241 | 17,972,423 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $107,938,500 | 15,012,309 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $123,440,108 | 15,825,655 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $99,497,894 | 15,546,546 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $119,502,338 | 15,723,992 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $124,332,649 | 15,738,310 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $161,374,809 | 15,591,769 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $160,678,622 | 15,569,634 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $153,837,993 | 15,941,761 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $168,470,207 | 16,468,251 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $142,698,923 | 17,859,690 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $83,115,063 | 16,589,833 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $86,980,253 | 15,367,536 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $69,362,372 | 15,311,782 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||