Position in FISI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$39,066,683
+$8,699,065 QoQ
Shares Held
1,002,481
+4.7% QoQ
Ownership
5.09%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 159 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in FISI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. FISI ranks #145 (0.1% 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 FISI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,066,683 | 1,002,481 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $30,367,618 | 957,667 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $29,795,589 | 955,906 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,870,054 | 951,105 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,812,327 | 1,005,153 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,477,891 | 1,060,813 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,516,573 | 971,659 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,372,904 | 956,926 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,705,139 | 968,175 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,259,144 | 1,023,334 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,879,060 | 1,027,186 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,583,107 | 1,044,748 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,637,361 | 1,120,544 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,567,271 | 1,222,369 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,745,363 | 1,262,125 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,359,368 | 1,261,295 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $33,252,596 | 1,277,963 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $37,925,775 | 1,258,738 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $39,721,348 | 1,249,099 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $39,015,089 | 1,272,923 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $38,213,010 | 1,273,767 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $38,660,247 | 1,276,337 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,002,882 | 1,289,017 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $20,199,533 | 1,311,658 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $24,854,064 | 1,335,522 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,405,247 | 1,345,383 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||