Position in CBFV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,380,620
+$147,237 QoQ
Shares Held
36,428
+1.0% QoQ
Ownership
0.717%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 80 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in CBFV Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,142,770,389 across 288 Banks - Regional names. CBFV ranks #263 (0.0% 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 CBFV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,620 | 36,428 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,233,383 | 36,085 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,273,783 | 36,540 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,166,168 | 35,115 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,000,008 | 35,088 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $611,701 | 21,501 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $509,350 | 17,822 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $471,265 | 16,855 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $308,378 | 13,609 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $287,436 | 13,295 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $316,553 | 13,295 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,249 | 11,507 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $238,194 | 11,507 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $254,027 | 11,701 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $229,364 | 10,703 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $232,895 | 10,703 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||