Position in MCBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,821,112
+$5,520,862 QoQ
Shares Held
552,274
+10.7% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 118 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 87%
Shared 9%
None 5%
Common Shares in MCBS 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. MCBS ranks #185 (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 MCBS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,821,112 | 552,274 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,300,250 | 498,788 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,661,674 | 477,079 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,755,951 | 460,670 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,882,118 | 450,739 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,719,399 | 425,078 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,856,582 | 402,397 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,886,130 | 388,182 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,613,348 | 364,142 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,694,715 | 348,346 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,844,762 | 326,593 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,972,131 | 303,462 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,869,657 | 272,200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,234,301 | 247,765 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,583,481 | 211,904 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,655,356 | 186,118 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,965,888 | 146,031 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,102,023 | 89,524 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,904,745 | 69,188 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $905,044 | 43,159 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $354,087 | 20,222 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||