Position in BOKF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$346,853,709
+$30,128,158 QoQ
Shares Held
2,708,525
+1.3% QoQ
Ownership
4.46%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 6%
None 2%
Common Shares in BOKF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,877,424,142 across 288 Banks - Regional names. BOKF ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in BOKF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,853,709 | 2,708,525 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $316,725,551 | 2,673,692 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $293,016,098 | 2,629,362 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $250,920,911 | 2,570,121 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $256,537,174 | 2,463,151 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $252,521,007 | 2,372,203 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,865,599 | 2,273,615 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $199,411,477 | 2,176,031 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $188,607,452 | 2,050,081 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $163,249,068 | 1,906,002 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $134,703,674 | 1,684,217 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $124,717,613 | 1,543,917 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $119,725,537 | 1,418,381 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $161,434,443 | 1,555,395 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $145,286,897 | 1,635,009 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $128,698,679 | 1,702,814 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $150,571,128 | 1,602,673 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $160,774,566 | 1,524,074 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $138,925,452 | 1,551,373 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $124,586,830 | 1,438,647 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $123,024,634 | 1,377,347 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $94,255,940 | 1,376,401 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $67,894,094 | 1,318,076 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $66,071,316 | 1,170,647 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $36,398,929 | 855,238 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||