Position in PB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$370,279,771
+$39,128,795 QoQ
Shares Held
5,070,242
+2.9% QoQ
Ownership
4.22%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#5
of 455 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 4%
None 1%
Common Shares in PB 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. PB ranks #19 (1.3% 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 PB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,279,771 | 5,070,242 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $331,150,976 | 4,929,309 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $326,476,883 | 4,724,018 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $317,419,857 | 4,784,022 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $333,993,164 | 4,755,028 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $334,604,254 | 4,688,304 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $345,574,688 | 4,586,260 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $327,050,486 | 4,537,956 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $262,144,779 | 4,287,615 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $247,028,500 | 3,755,374 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $233,126,387 | 3,441,996 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $177,631,917 | 3,254,524 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $145,903,652 | 2,583,280 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $132,280,179 | 2,150,198 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $153,295,418 | 2,109,183 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $144,179,361 | 2,162,258 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $148,613,956 | 2,176,856 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $135,900,364 | 1,958,783 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $133,622,691 | 1,848,170 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $123,055,255 | 1,730,005 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $107,217,145 | 1,493,275 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $106,566,522 | 1,422,974 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $100,869,554 | 1,454,290 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $69,711,090 | 1,344,995 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $75,371,330 | 1,269,305 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $94,349,111 | 1,955,422 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||