Position in BVFL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,314,656
+$219,397 QoQ
Shares Held
120,933
+4.7% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in BVFL 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. BVFL ranks #252 (0.0% 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 BVFL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,314,656 | 120,933 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,095,259 | 115,505 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,736,010 | 107,693 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,559,627 | 102,405 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,036,382 | 67,915 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $800,798 | 46,504 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $452,932 | 29,507 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $351,380 | 29,503 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $213,179 | 20,637 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||