Position in MBWM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$60,109,608
+$7,948,765 QoQ
Shares Held
1,046,841
+1.4% QoQ
Ownership
6.06%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in MBWM 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. MBWM ranks #117 (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 MBWM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,109,608 | 1,046,841 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $52,160,843 | 1,032,888 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $49,614,426 | 1,031,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $47,175,570 | 1,048,346 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $49,322,782 | 1,062,762 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,730,448 | 1,075,747 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $49,248,647 | 1,106,960 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $49,725,114 | 1,137,354 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $46,591,438 | 1,148,421 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $44,734,693 | 1,162,242 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $46,506,895 | 1,151,731 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $35,590,204 | 1,151,414 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $32,127,388 | 1,163,193 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,470,806 | 1,192,636 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,847,925 | 1,190,201 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $35,047,785 | 1,179,663 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $37,811,065 | 1,183,445 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $40,872,342 | 1,153,934 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $40,217,802 | 1,148,096 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $37,735,567 | 1,178,132 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $35,863,073 | 1,187,519 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $39,115,440 | 1,204,664 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $33,399,564 | 1,229,281 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $22,258,213 | 1,235,195 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $27,915,339 | 1,235,192 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $25,364,475 | 1,198,133 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||