Position in LKFN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,406,451
+$3,837,282 QoQ
Shares Held
687,078
+2.2% QoQ
Ownership
2.76%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 256 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 8%
None 4%
Common Shares in LKFN 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. LKFN ranks #138 (0.2% 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 LKFN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,406,451 | 687,078 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $38,569,169 | 672,171 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $40,297,139 | 706,224 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $46,622,038 | 726,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,965,543 | 731,742 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $45,358,067 | 763,090 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,525,416 | 807,525 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,175,314 | 801,218 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $50,234,091 | 816,549 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $53,416,183 | 805,431 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $50,917,912 | 781,429 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $36,583,779 | 770,834 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,599,455 | 774,927 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $48,405,246 | 772,753 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $55,654,801 | 762,708 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,743,333 | 765,600 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $51,274,244 | 771,970 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $58,005,946 | 794,602 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $63,854,349 | 796,785 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $57,620,906 | 808,828 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $50,584,989 | 820,652 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $59,266,009 | 856,569 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $49,062,777 | 915,692 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $39,990,409 | 970,641 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $47,463,888 | 1,018,757 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $37,574,927 | 1,022,447 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||