Position in NRIM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,579,713
+$5,972,525 QoQ
Shares Held
1,210,516
+0.3% QoQ
Ownership
5.44%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 156 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in NRIM 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. NRIM ranks #153 (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 NRIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,579,713 | 1,210,516 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,607,188 | 1,206,608 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $33,338,125 | 1,252,842 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $29,165,448 | 1,346,512 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,018,222 | 386,213 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,009,874 | 409,859 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,100,044 | 450,347 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,624,527 | 458,081 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,580,281 | 461,143 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $23,541,295 | 466,072 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $26,818,902 | 468,780 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $18,452,102 | 465,727 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,571,899 | 472,207 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,165,804 | 491,009 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,165,108 | 497,803 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,707,393 | 498,253 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,380,336 | 506,218 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,206,234 | 509,668 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,241,176 | 511,762 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $22,194,726 | 522,106 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,510,696 | 526,566 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,670,242 | 533,292 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,436,954 | 543,062 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $14,062,476 | 551,686 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,959,085 | 555,254 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,051,285 | 557,455 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||