Position in NWBI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$138,235,093
+$23,578,000 QoQ
Shares Held
9,118,410
+0.9% QoQ
Ownership
6.23%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3
of 314 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 2%
Common Shares in NWBI 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. NWBI ranks #68 (0.5% 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 NWBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,235,093 | 9,118,410 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $114,657,093 | 9,035,232 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $103,297,284 | 8,608,107 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $108,087,433 | 8,723,764 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,180,823 | 8,073,617 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $102,812,467 | 8,553,450 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $115,138,949 | 8,729,261 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $118,616,507 | 8,865,210 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $101,190,357 | 8,761,070 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $102,020,621 | 8,757,135 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $108,726,856 | 8,712,088 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $88,199,611 | 8,621,663 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $93,381,280 | 8,809,555 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $106,368,222 | 8,841,914 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $125,540,649 | 8,980,018 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $118,511,029 | 8,772,097 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $109,241,227 | 8,534,471 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $109,648,294 | 8,116,084 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $110,272,260 | 7,787,589 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $103,195,652 | 7,770,757 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $106,867,681 | 7,834,874 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $113,851,347 | 7,878,986 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $103,525,915 | 8,126,053 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $75,241,418 | 8,178,415 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $85,363,754 | 8,344,453 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $86,545,266 | 7,480,144 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||