Position in PBFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,836,566
+$807,686 QoQ
Shares Held
224,755
+3.3% QoQ
Ownership
0.905%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 79 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 85%
Shared 15%
None 0%
Common Shares in PBFS 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. PBFS ranks #246 (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 PBFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,836,566 | 224,755 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,028,880 | 217,592 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,912,419 | 216,055 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,836,186 | 217,166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,570,112 | 213,642 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,297,382 | 196,190 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,107,605 | 182,952 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,804,092 | 164,457 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,310,757 | 130,945 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,130,875 | 115,278 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,112,970 | 111,186 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $719,245 | 84,221 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $574,831 | 64,227 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $504,594 | 51,176 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $303,820 | 26,651 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $216,027 | 22,692 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $168,089 | 17,152 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||