Position in SBFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,120,483
+$967,271 QoQ
Shares Held
202,631
+2.5% QoQ
Ownership
3.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 71 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in SBFG 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. SBFG ranks #239 (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 SBFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,120,483 | 202,631 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,153,212 | 197,772 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,277,954 | 192,095 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,610,410 | 187,165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,564,211 | 186,608 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,514,664 | 168,812 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,446,634 | 164,832 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,283,328 | 159,695 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,216,312 | 158,308 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,181,924 | 158,340 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,416,655 | 157,437 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,048,746 | 151,759 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,892,556 | 149,965 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,147,970 | 152,015 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,558,279 | 150,931 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,541,264 | 150,817 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,567,302 | 148,743 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,931,349 | 147,230 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,746,143 | 139,611 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,566,563 | 141,175 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,522,264 | 136,339 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,367,740 | 129,668 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,091,046 | 114,390 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,539,301 | 114,107 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,896,461 | 114,107 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,257,630 | 113,096 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||