Position in MCBS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$14,300,250
+$1,638,576 QoQ
Shares Held
498,788
+4.6% QoQ
Ownership
1.74%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 87%
Shared 8%
None 5%
Common Shares in MCBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. MCBS ranks #194 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in MCBS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||