Position in MVBF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,462,531
+$2,883,458 QoQ
Shares Held
533,007
+5.2% QoQ
Ownership
4.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 3%
Common Shares in MVBF 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. MVBF ranks #201 (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 MVBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,462,531 | 533,007 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,579,073 | 506,608 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,578,122 | 486,958 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,771,031 | 469,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,084,673 | 447,611 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,185,737 | 414,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,052,091 | 388,990 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,124,439 | 367,998 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,405,130 | 343,623 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,250,168 | 324,974 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,764,388 | 299,840 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,214,330 | 275,214 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,305,222 | 251,671 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,049,697 | 244,656 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,158,094 | 234,246 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,599,520 | 237,137 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,739,793 | 216,644 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,573,584 | 182,496 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,105,276 | 171,129 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $7,467,367 | 174,349 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,486,403 | 175,490 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,633,108 | 166,660 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,284,404 | 144,815 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $2,069,121 | 129,563 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,706,390 | 128,300 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,440,915 | 113,013 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||