Position in FFWM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10,557,529
-$2,962,006 QoQ
Shares Held
1,789,412
-18.5% QoQ
Ownership
2.16%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 153 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 5%
None 4%
Common Shares in FFWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,877,424,142 across 288 Banks - Regional names. FFWM ranks #207 (0.0% 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 FFWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,557,529 | 1,789,412 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,519,535 | 2,194,730 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,118,743 | 2,714,317 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,824,956 | 2,710,776 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,174,783 | 2,345,816 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,711,270 | 2,368,965 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,415,582 | 1,989,677 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,294,977 | 1,877,096 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,987,551 | 1,852,656 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,364,425 | 1,690,540 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,960,076 | 1,473,697 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,794,848 | 1,711,549 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,415,644 | 2,471,899 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,223,831 | 2,318,481 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $39,328,063 | 2,168,030 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $40,426,802 | 1,973,965 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,918,860 | 1,890,443 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $47,089,314 | 1,894,180 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $50,188,342 | 1,908,302 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $43,182,171 | 1,918,355 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $46,164,564 | 1,967,799 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $40,614,460 | 2,030,723 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $27,141,933 | 2,076,659 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $34,435,602 | 2,107,442 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,951,633 | 2,050,062 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||