Position in CPF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$47,083,561
+$7,487,168 QoQ
Shares Held
1,232,554
-0.5% QoQ
Ownership
4.79%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 201 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in CPF 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. CPF ranks #130 (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 CPF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,083,561 | 1,232,554 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $39,596,393 | 1,238,936 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $38,657,623 | 1,240,617 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,062,717 | 1,287,499 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,610,934 | 1,306,134 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,434,107 | 1,310,433 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,231,920 | 1,316,073 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $41,198,850 | 1,396,098 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,765,710 | 1,404,043 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $26,191,956 | 1,326,175 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,561,800 | 1,248,059 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $18,947,711 | 1,135,954 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,979,378 | 1,017,147 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,940,738 | 1,002,276 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,165,530 | 945,046 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,797,824 | 956,879 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,607,634 | 960,729 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,044,976 | 969,354 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $27,189,853 | 965,206 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $24,936,461 | 971,046 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $25,468,542 | 977,304 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $27,174,006 | 1,018,516 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,501,885 | 1,078,479 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $15,105,811 | 1,113,177 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $18,597,172 | 1,160,148 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,881,059 | 1,187,488 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||