Position in IBN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$301,216,497
+$19,929,575 QoQ
Shares Held
10,376,042
-4.5% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#10
of 514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in IBN 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. IBN ranks #30 (1.1% 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 IBN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,216,497 | 10,376,042 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $281,286,922 | 10,860,499 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $349,653,410 | 11,733,336 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $350,589,129 | 11,597,391 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $389,398,574 | 11,575,463 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $372,382,101 | 11,814,153 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $363,697,217 | 12,180,081 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $354,475,166 | 11,875,215 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $353,029,527 | 12,253,715 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $311,969,708 | 11,812,560 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $281,548,084 | 11,809,903 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $272,922,860 | 11,804,622 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $269,143,379 | 11,661,325 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $250,287,578 | 11,598,127 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $261,507,678 | 11,946,445 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $261,195,964 | 12,455,697 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $216,764,313 | 12,218,958 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $229,210,970 | 12,101,952 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $226,999,057 | 11,470,392 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $220,404,355 | 11,680,146 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $203,381,722 | 11,893,668 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $190,125,546 | 11,860,608 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $208,050,208 | 14,000,687 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $141,891,941 | 14,434,582 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $135,786,764 | 14,616,444 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $117,203,346 | 13,788,629 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||