Position in HBT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,838,461
+$3,844,294 QoQ
Shares Held
588,886
+4.9% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 127 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 87%
Shared 8%
None 5%
Common Shares in HBT 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. HBT ranks #189 (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 HBT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,838,461 | 588,886 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,994,167 | 561,159 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,109,161 | 545,809 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,198,776 | 523,761 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,880,165 | 510,915 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,865,307 | 484,842 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,109,695 | 461,630 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,461,566 | 432,430 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,299,829 | 406,456 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,241,308 | 380,321 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,543,698 | 357,352 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,631,380 | 308,738 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,905,923 | 266,048 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,198,583 | 212,910 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,084,308 | 157,604 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,581,219 | 142,216 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,274,384 | 127,274 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,031,396 | 111,738 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,728,479 | 92,284 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,287,819 | 82,818 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,198,225 | 68,824 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $907,496 | 53,008 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $166,392 | 10,983 | Shares | Sole | 2021-03-08 | |
| No filing history on record for this holder in this stock. | ||||||