Position in MYFW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,180,536
+$2,747,116 QoQ
Shares Held
285,909
+9.2% QoQ
Ownership
2.93%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 3%
Common Shares in MYFW 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. MYFW ranks #216 (0.0% 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 MYFW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,180,536 | 285,909 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,433,420 | 261,734 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,844,431 | 255,294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,759,271 | 250,077 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,354,547 | 237,347 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,955,957 | 201,321 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,766,911 | 192,681 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,564,920 | 178,246 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,712,571 | 159,563 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,164,297 | 148,443 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,851,671 | 143,806 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,314,106 | 127,499 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,258,988 | 121,451 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,655,178 | 134,100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,162,482 | 112,344 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,511,267 | 101,877 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,960,017 | 72,086 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,456,309 | 46,587 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,185,891 | 39,061 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,110,090 | 38,478 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $839,819 | 32,438 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $517,631 | 20,697 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $293,099 | 14,977 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $177,725 | 13,724 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $173,650 | 12,186 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $170,061 | 12,027 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||