Position in SFBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$103,853,281
+$21,288,169 QoQ
Shares Held
2,394,312
+5.6% QoQ
Ownership
2.19%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 10%
None 4%
Common Shares in SFBS 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. SFBS ranks #81 (0.4% 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 SFBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,853,281 | 1,197,156 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $82,565,112 | 1,133,669 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $80,667,622 | 1,123,661 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,338,310 | 1,121,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $86,986,215 | 1,122,258 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $92,923,016 | 1,124,976 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $97,379,054 | 1,149,151 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $93,548,303 | 1,162,813 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $77,782,148 | 1,230,925 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $79,275,180 | 1,194,623 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $75,730,257 | 1,136,579 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $56,819,492 | 1,089,122 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $44,254,610 | 1,081,491 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $62,947,470 | 1,152,251 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $78,241,031 | 1,135,409 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $90,088,640 | 1,126,108 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $95,778,888 | 1,213,620 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $125,175,040 | 1,313,622 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $110,145,860 | 1,296,749 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $103,092,546 | 1,325,097 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $89,718,576 | 1,319,779 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $82,607,400 | 1,346,933 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $55,347,098 | 1,373,718 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $46,790,637 | 1,374,982 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $49,168,283 | 1,374,952 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $40,549,765 | 1,383,007 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||