Position in BOKF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$378,628,541
+$31,774,832 QoQ
Shares Held
2,726,300
+0.7% QoQ
Ownership
4.49%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2
of 303 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. BOKF ranks #17 (1.3% 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 BOKF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,628,541 | 2,726,300 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||