Position in HTB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,736,321
+$7,069,748 QoQ
Shares Held
856,611
+2.4% QoQ
Ownership
5.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 172 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 5%
None 2%
Common Shares in HTB 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. HTB ranks #136 (0.2% 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 HTB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,736,321 | 856,611 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||