Position in OCFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$89,636,018
+$28,135,802 QoQ
Shares Held
4,589,658
+34.6% QoQ
Ownership
4.75%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 229 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,142,770,389 across 288 Banks - Regional names. OCFC ranks #96 (0.3% 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 OCFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,636,018 | 4,589,658 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $89,636,020 | 4,589,658 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $61,500,216 | 3,409,103 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $57,973,814 | 3,229,739 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $56,822,696 | 3,234,075 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,013,024 | 3,237,537 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $55,624,161 | 3,270,086 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,443,124 | 3,228,902 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $59,031,166 | 3,175,426 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $50,588,006 | 3,183,638 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $54,013,333 | 3,291,489 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $54,726,842 | 3,152,468 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $45,524,079 | 3,146,101 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $52,255,645 | 3,345,432 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $66,598,183 | 3,603,798 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,901,052 | 3,383,579 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $61,866,307 | 3,319,008 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $60,347,132 | 3,154,581 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $58,346,822 | 2,902,827 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $62,084,120 | 2,796,582 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $62,522,424 | 2,920,244 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $65,459,294 | 3,141,041 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $75,950,416 | 3,172,532 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $59,845,950 | 3,212,343 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $44,273,747 | 3,234,021 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $56,803,295 | 3,221,968 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $51,856,831 | 3,259,386 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||