Position in BHB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$35,263,798
+$6,314,474 QoQ
Shares Held
933,893
+4.7% QoQ
Ownership
5.57%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 178 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in BHB 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. BHB ranks #149 (0.1% 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 BHB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,263,798 | 933,893 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $28,949,324 | 892,121 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $27,198,805 | 875,968 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,789,020 | 879,482 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,192,319 | 874,243 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,867,547 | 876,866 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,901,132 | 879,697 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,904,290 | 872,383 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $23,265,283 | 865,524 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,264,541 | 840,806 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,712,162 | 807,635 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $18,567,955 | 785,779 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,455,801 | 749,018 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,224,863 | 726,838 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,021,923 | 718,537 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,778,518 | 708,089 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,927,520 | 693,253 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,221,163 | 671,599 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $19,378,008 | 669,824 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,937,508 | 675,134 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,449,350 | 679,572 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $19,796,923 | 672,907 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,653,356 | 692,933 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $14,204,694 | 691,226 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,296,176 | 683,170 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $11,607,840 | 671,750 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||