Position in SBSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$49,505,711
+$6,453,992 QoQ
Shares Held
1,406,812
+1.6% QoQ
Ownership
4.72%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in SBSI 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. SBSI ranks #128 (0.2% 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 SBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,505,711 | 1,406,812 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $43,051,719 | 1,384,745 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $41,854,595 | 1,377,249 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,056,273 | 1,382,523 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,533,524 | 1,377,286 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,794,918 | 1,374,134 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,920,530 | 1,319,916 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $42,467,831 | 1,270,351 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $32,219,101 | 1,166,936 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $34,955,482 | 1,195,877 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $38,634,283 | 1,233,534 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $35,546,640 | 1,238,559 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $34,363,172 | 1,313,577 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $43,736,316 | 1,317,359 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $46,084,113 | 1,280,470 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $44,940,753 | 1,270,949 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $47,639,063 | 1,273,091 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,558,939 | 1,262,771 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $52,300,217 | 1,250,603 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $47,209,196 | 1,232,938 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $48,738,318 | 1,274,871 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $50,450,988 | 1,310,075 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $43,189,757 | 1,391,871 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $35,338,043 | 1,446,502 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $42,032,529 | 1,516,325 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $47,782,409 | 1,572,307 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||