Position in BWB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$23,134,405
+$4,399,470 QoQ
Shares Held
1,099,544
+3.9% QoQ
Ownership
3.94%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 149 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 6%
None 3%
Common Shares in BWB 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. BWB ranks #176 (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 BWB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,134,405 | 1,099,544 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,734,935 | 1,058,471 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,100,986 | 1,032,572 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,486,003 | 993,523 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,457,422 | 971,554 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,824,844 | 923,315 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,859,522 | 877,833 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,862,412 | 837,150 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,171,817 | 789,993 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,763,789 | 752,903 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,793,433 | 650,402 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,367,536 | 566,196 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,485,818 | 556,936 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,785,426 | 625,962 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,773,637 | 550,938 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,708,986 | 528,779 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,624,953 | 472,426 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,667,062 | 399,704 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,407,901 | 362,233 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $6,297,261 | 359,638 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,443,050 | 337,031 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,169,259 | 320,078 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,619,327 | 289,778 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $2,557,146 | 269,457 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,673,958 | 260,874 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,113,488 | 216,768 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||