Position in HOPE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$102,404,483
+$20,105,546 QoQ
Shares Held
7,485,708
+1.6% QoQ
Ownership
5.86%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 258 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 2%
None 2%
Common Shares in HOPE 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. HOPE ranks #82 (0.4% 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 HOPE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,404,483 | 7,485,708 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $82,298,937 | 7,367,855 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $77,298,982 | 7,052,827 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $76,657,065 | 7,117,648 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,495,499 | 7,408,714 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $75,788,998 | 7,238,682 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $90,823,331 | 7,390,019 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $92,823,925 | 7,390,440 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $78,607,078 | 7,319,095 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $81,730,124 | 7,100,793 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $81,783,035 | 6,770,119 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $61,232,201 | 6,918,893 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $68,092,715 | 8,087,021 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $93,564,358 | 9,527,939 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $121,125,401 | 9,455,535 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $118,995,120 | 9,414,171 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $127,568,233 | 9,217,358 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $139,757,084 | 8,691,361 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $125,111,153 | 8,505,177 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $125,744,516 | 8,708,069 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $132,005,604 | 9,309,281 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $139,638,277 | 9,272,130 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $103,722,690 | 9,507,121 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $76,048,012 | 10,019,501 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $94,930,576 | 10,296,158 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $84,569,710 | 10,288,286 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||