Position in PDLB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$15,692,358
+$757,191 QoQ
Shares Held
939,100
+2.8% QoQ
Ownership
3.88%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 93%
Shared 4%
None 3%
Common Shares in PDLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. PDLB ranks #188 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in PDLB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,692,358 | 939,100 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,935,167 | 913,466 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,289,902 | 904,075 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,441,217 | 898,932 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,921,907 | 862,029 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,798,775 | 830,675 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,183,580 | 785,593 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,541,898 | 715,744 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,796,496 | 651,292 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,706,366 | 584,669 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,068,463 | 520,264 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,572,431 | 411,097 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,482,936 | 316,298 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,937,998 | 207,940 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,820,621 | 198,758 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,813,645 | 196,282 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,557,415 | 150,040 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||