Position in ISTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,474,518
+$3,546,485 QoQ
Shares Held
516,506
+18.1% QoQ
Ownership
3.75%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in ISTR 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. ISTR ranks #200 (0.1% 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 ISTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,474,518 | 516,506 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,928,033 | 437,405 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,970,242 | 410,563 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,091,983 | 391,727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,397,067 | 382,871 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,503,213 | 369,291 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,496,792 | 341,384 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,159,286 | 317,489 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,869,019 | 251,235 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,593,408 | 219,646 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,839,296 | 190,429 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,919,712 | 181,276 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,556,892 | 211,139 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,549,775 | 254,282 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,495,444 | 255,246 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,009,168 | 251,717 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,129,176 | 234,209 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,148,027 | 217,288 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,957,910 | 214,987 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,740,817 | 215,296 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,380,367 | 191,366 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,283,848 | 159,798 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,571,837 | 155,492 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,991,176 | 155,318 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,252,111 | 155,318 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,975,276 | 154,681 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||