Position in NBTB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$99,252,913
+$3,722,288 QoQ
Shares Held
2,330,975
+1.3% QoQ
Ownership
4.48%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in NBTB 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. NBTB ranks #74 (0.4% 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 NBTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,252,913 | 2,330,975 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $95,530,625 | 2,300,834 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $95,746,907 | 2,292,790 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $95,252,957 | 2,292,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $93,460,308 | 2,178,562 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $106,841,888 | 2,237,058 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $100,764,474 | 2,278,193 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $88,677,052 | 2,297,333 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $82,560,624 | 2,250,835 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $91,082,875 | 2,173,297 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $68,331,813 | 2,156,258 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $66,747,979 | 2,095,698 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $68,569,272 | 2,034,093 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $85,412,911 | 1,967,133 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $74,327,122 | 1,958,554 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $73,745,977 | 1,961,851 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,551,478 | 1,925,034 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $72,109,748 | 1,872,008 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $66,714,543 | 1,847,025 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $66,279,365 | 1,842,629 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $74,790,116 | 1,874,439 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $63,019,169 | 1,963,214 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $53,420,022 | 1,991,798 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $61,654,082 | 2,004,359 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $65,989,863 | 2,037,353 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||