Position in CARE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,720,843
+$15,298,275 QoQ
Shares Held
1,256,126
+6.8% QoQ
Ownership
5.67%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 162 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in CARE 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. CARE ranks #137 (0.2% 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 CARE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,720,843 | 1,256,126 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,422,568 | 1,175,925 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,092,530 | 1,123,730 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $21,934,365 | 1,130,055 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,168,223 | 1,105,434 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,095,527 | 1,056,584 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,871,226 | 1,015,988 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,763,976 | 964,001 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,493,297 | 892,414 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,340,744 | 818,097 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,172,857 | 746,350 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,301,536 | 662,533 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,993,860 | 540,491 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,408,864 | 457,776 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,830,500 | 411,724 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,080,325 | 377,660 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,248,722 | 321,873 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,214,891 | 185,083 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,686,189 | 109,564 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,053,062 | 74,055 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $619,770 | 49,542 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||