Position in CFR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$255,393,745
+$45,555,521 QoQ
Shares Held
1,652,820
+8.0% QoQ
Ownership
2.66%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#8
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 9%
None 3%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,672 across 288 Banks - Regional names. CFR ranks #36 (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 CFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,393,745 | 1,652,820 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $209,838,224 | 1,530,772 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $163,854,659 | 1,293,964 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $150,527,456 | 1,187,406 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $142,727,986 | 1,110,378 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $132,373,207 | 1,057,294 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $137,819,033 | 1,026,585 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $114,144,850 | 1,020,426 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $96,863,347 | 953,098 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $93,744,353 | 832,765 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $85,446,613 | 787,599 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $59,822,173 | 655,873 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $58,825,360 | 547,060 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $55,296,966 | 524,938 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,728,748 | 514,052 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $67,106,143 | 507,534 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $64,599,820 | 554,743 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $77,136,308 | 557,303 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $71,719,458 | 568,886 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $67,370,584 | 567,953 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $63,383,488 | 565,924 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $68,392,747 | 628,841 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $58,617,077 | 671,983 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $41,775,849 | 653,258 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $44,211,435 | 591,774 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,237,809 | 524,069 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||