Position in HTB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$35,666,573
+$662,574 QoQ
Shares Held
836,262
+2.6% QoQ
Ownership
4.98%
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 94%
Shared 4%
None 2%
Common Shares in HTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,877,424,142 across 288 Banks - Regional names. HTB ranks #136 (0.1% 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 HTB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,736,322 | 856,611 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $35,666,573 | 836,262 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $35,003,999 | 815,184 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,823,684 | 801,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,249,868 | 781,873 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,808,588 | 752,876 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,426,384 | 725,249 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,792,234 | 698,129 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $20,221,148 | 673,365 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,565,236 | 642,474 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,379,713 | 608,459 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,128,680 | 605,846 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,376,299 | 592,451 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $13,611,670 | 553,545 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,207,646 | 546,448 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,353,014 | 558,960 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,109,000 | 564,360 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,702,374 | 565,607 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,547,133 | 566,402 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $16,222,887 | 579,803 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,348,897 | 585,982 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,467,893 | 594,164 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,988,246 | 620,831 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $8,507,462 | 626,470 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,045,344 | 627,834 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,033,213 | 630,227 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||