Position in BMRC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,842,619
-$1,734,808 QoQ
Shares Held
680,239
-15.3% QoQ
Ownership
4.20%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 3%
None 3%
Common Shares in BMRC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,142,770,389 across 288 Banks - Regional names. BMRC ranks #187 (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 BMRC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,842,619 | 680,239 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $20,577,427 | 802,865 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $20,048,949 | 770,817 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,122,538 | 787,584 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,666,623 | 773,495 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,062,721 | 727,808 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,450,386 | 734,135 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,727,516 | 733,077 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,595,291 | 716,201 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,452,583 | 682,921 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,808,938 | 627,109 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,613,950 | 580,632 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,688,703 | 661,500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,348,456 | 792,529 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,081,288 | 762,813 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $23,004,683 | 768,103 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $23,676,861 | 745,024 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $25,344,142 | 722,673 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $26,096,778 | 700,961 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $27,108,803 | 718,114 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,097,283 | 535,965 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $19,964,668 | 509,823 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $17,590,424 | 512,243 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $14,826,274 | 511,957 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,830,583 | 504,968 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,080,040 | 502,668 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||