Position in HFWA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$50,868,402
+$4,074,278 QoQ
Shares Held
1,956,477
-1.1% QoQ
Ownership
4.75%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 2%
None 2%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. HFWA ranks #114 (0.2% 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 HFWA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,868,402 | 1,956,477 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $46,794,124 | 1,978,610 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $49,064,406 | 2,028,293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $48,584,941 | 2,037,959 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $50,333,050 | 2,068,765 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,674,671 | 2,068,354 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $44,300,315 | 2,034,925 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $34,885,379 | 1,934,852 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35,964,725 | 1,854,808 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $37,084,311 | 1,733,722 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $26,771,280 | 1,641,403 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $29,512,527 | 1,825,141 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,437,547 | 2,076,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $62,235,627 | 2,031,189 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $53,498,673 | 2,021,106 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $47,877,188 | 1,902,909 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,087,801 | 1,799,194 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $39,863,497 | 1,631,076 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $40,619,128 | 1,592,907 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,564,525 | 1,661,252 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $46,316,113 | 1,640,089 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $39,117,927 | 1,672,421 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $31,583,519 | 1,717,429 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $34,519,960 | 1,725,998 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,186,840 | 1,709,342 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||