Position in HWC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$359,579,687
+$54,922,924 QoQ
Shares Held
4,812,362
+0.4% QoQ
Ownership
6.00%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in HWC 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. HWC ranks #21 (1.3% 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 HWC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,579,687 | 4,812,362 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $304,656,763 | 4,790,954 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $303,708,958 | 4,769,299 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $302,899,350 | 4,837,875 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,495,843 | 4,851,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $258,617,154 | 4,930,737 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $270,162,159 | 4,937,174 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $255,580,792 | 4,994,739 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $238,203,154 | 4,980,204 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $221,585,915 | 4,812,900 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $230,782,625 | 4,749,591 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $166,441,940 | 4,499,647 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $168,879,750 | 4,400,202 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $162,023,424 | 4,451,193 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $218,353,485 | 4,512,368 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $205,224,354 | 4,479,903 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $194,644,117 | 4,390,799 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $225,481,424 | 4,323,709 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $213,357,358 | 4,265,441 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $203,619,891 | 4,321,305 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $192,600,338 | 4,333,941 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $181,736,016 | 4,326,018 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $146,035,850 | 4,292,647 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $80,732,689 | 4,292,009 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $96,322,030 | 4,543,492 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $89,096,268 | 4,564,358 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||