Position in NWFL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,337,090
+$750,278 QoQ
Shares Held
166,006
+6.5% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 8%
None 2%
Common Shares in NWFL 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. NWFL ranks #238 (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 NWFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,337,090 | 166,006 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,586,812 | 155,908 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,777,211 | 134,660 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,388,713 | 133,309 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,278,210 | 127,161 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,736,211 | 113,207 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,905,645 | 106,786 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,861,947 | 103,769 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,539,697 | 100,067 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,786,519 | 102,408 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,370,245 | 102,408 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,638,028 | 102,408 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,036,804 | 102,838 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,981,420 | 101,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,450,438 | 103,183 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,701,829 | 101,649 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,438,540 | 100,517 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,690,633 | 94,111 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,422,501 | 93,209 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,460,036 | 96,472 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,579,460 | 99,210 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,351,419 | 88,366 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,288,906 | 87,463 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $2,098,670 | 86,294 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,092,474 | 84,408 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,224,804 | 83,326 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||