Position in CATY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$252,241,895
+$50,308,548 QoQ
Shares Held
4,069,074
+0.5% QoQ
Ownership
6.10%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 305 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in CATY 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. CATY ranks #38 (0.9% 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 CATY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,241,895 | 4,069,074 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $201,933,347 | 4,050,007 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $195,135,721 | 4,032,563 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $195,304,775 | 4,068,002 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $186,046,641 | 4,086,243 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $178,236,626 | 4,142,148 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $201,424,671 | 4,230,722 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $181,164,730 | 4,218,038 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $158,206,429 | 4,194,232 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $152,001,580 | 4,018,017 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $171,610,366 | 3,850,356 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $128,612,865 | 3,700,025 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $115,297,238 | 3,581,772 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $123,890,310 | 3,588,943 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $134,237,317 | 3,290,937 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $117,583,410 | 3,057,291 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $116,374,508 | 2,972,529 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $130,084,446 | 2,906,915 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $122,106,560 | 2,840,348 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $120,152,810 | 2,902,943 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $113,766,891 | 2,890,419 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $126,840,399 | 3,110,358 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $105,176,769 | 3,267,374 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $70,332,456 | 3,244,117 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $85,176,468 | 3,238,649 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $73,009,756 | 3,181,253 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||