Position in IBOC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$247,494,920
+$33,053,805 QoQ
Shares Held
3,258,656
+2.3% QoQ
Ownership
5.24%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 298 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in IBOC 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. IBOC ranks #39 (0.9% 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 IBOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,494,920 | 3,258,656 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $214,441,115 | 3,186,820 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $211,103,265 | 3,177,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $220,428,379 | 3,206,231 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,784,512 | 3,302,051 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $218,416,380 | 3,463,628 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $228,988,535 | 3,625,531 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $222,465,195 | 3,720,776 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $218,751,987 | 3,823,667 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $217,832,516 | 3,880,166 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $212,363,929 | 3,909,498 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $170,875,661 | 3,942,678 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $177,910,788 | 4,025,131 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $178,412,183 | 4,166,562 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $200,514,323 | 4,381,869 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $185,481,643 | 4,364,274 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $173,349,204 | 4,325,080 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $178,480,004 | 4,228,382 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $176,950,823 | 4,174,353 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $176,589,410 | 4,240,860 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $184,018,081 | 4,285,470 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $205,242,873 | 4,421,432 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $170,493,111 | 4,553,769 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $122,370,593 | 4,695,725 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $152,595,248 | 4,765,623 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $128,681,387 | 4,787,254 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||