Position in KB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$252,259,078
+$1,957,823 QoQ
Shares Held
2,403,383
-4.2% QoQ
Ownership
0.685%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2
of 362 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in KB 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. KB ranks #37 (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 KB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,259,078 | 2,403,383 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $250,301,255 | 2,509,789 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $222,114,237 | 2,581,523 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $216,451,228 | 2,610,677 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $216,437,004 | 2,620,620 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $134,979,286 | 2,494,535 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $141,518,777 | 2,487,149 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $154,049,143 | 2,494,723 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $142,947,721 | 2,525,132 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $135,927,848 | 2,610,483 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $108,328,377 | 2,618,525 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $109,493,153 | 2,663,419 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $101,515,012 | 2,788,874 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $105,762,695 | 2,903,973 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $116,045,217 | 3,001,687 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $92,613,105 | 3,072,764 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $114,749,350 | 3,084,660 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $155,547,965 | 3,185,500 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $155,946,805 | 3,378,397 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $163,995,443 | 3,533,623 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $182,460,236 | 3,701,019 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $187,764,155 | 3,798,587 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $156,253,125 | 3,945,786 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $126,762,029 | 3,946,514 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $110,627,120 | 3,976,532 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $112,053,850 | 4,121,142 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||