Position in CHCO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$56,215,513
+$1,222,357 QoQ
Shares Held
470,344
+1.9% QoQ
Ownership
3.33%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 8%
None 3%
Common Shares in CHCO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. CHCO ranks #108 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in CHCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,215,513 | 470,344 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $54,993,156 | 461,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $58,821,649 | 474,866 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,332,735 | 492,834 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,860,360 | 509,580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,912,166 | 530,994 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $63,226,486 | 538,602 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $58,542,153 | 550,985 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $56,304,331 | 540,245 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $58,791,622 | 533,209 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $48,490,843 | 536,700 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $47,574,381 | 528,663 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $46,498,476 | 511,647 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $48,172,117 | 517,479 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $45,305,511 | 510,830 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $41,071,259 | 514,162 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $40,601,959 | 515,908 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $41,779,967 | 510,820 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $40,360,496 | 518,040 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,938,144 | 530,810 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $44,801,046 | 547,824 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $39,703,730 | 570,866 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $34,441,504 | 597,839 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $39,596,770 | 607,592 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $42,446,073 | 637,999 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||