Position in HAPN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$130,394,701
+$47,909,484 QoQ
Shares Held
6,287,112
+9.1% QoQ
Ownership
5.45%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 238 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 2%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,142,770,389 across 288 Banks - Regional names. HAPN ranks #71 (0.5% 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 HAPN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,394,701 | 6,287,112 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $82,485,217 | 5,760,141 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $106,450,278 | 5,620,395 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $89,438,686 | 5,887,998 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $72,981,689 | 6,066,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,255,790 | 6,032,538 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $99,056,133 | 6,118,353 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $73,011,466 | 6,387,705 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $49,901,687 | 5,898,545 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $49,206,496 | 5,598,009 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $40,663,546 | 4,652,580 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,932,294 | 4,579,065 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $30,409,653 | 3,118,939 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,845,648 | 2,613,821 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,174,571 | 2,519,838 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,827,610 | 1,794,354 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,446,658 | 979,184 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $26,350,895 | 1,669,892 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,548,059 | 1,800,995 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $58,318,226 | 2,065,093 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,749,499 | 2,192,471 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $35,974,414 | 2,177,628 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $23,865,441 | 2,259,985 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $10,382,973 | 2,204,453 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,534,586 | 2,535,074 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $22,363,865 | 2,848,900 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||