Position in SFST
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$20,730,055
+$1,270,386 QoQ
Shares Held
380,368
+0.7% QoQ
Ownership
4.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 4%
None 3%
Common Shares in SFST Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,877,424,142 across 288 Banks - Regional names. SFST ranks #170 (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 SFST
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,730,055 | 380,368 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,459,669 | 377,711 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,561,852 | 375,382 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,073,646 | 370,067 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,880,826 | 360,900 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,947,280 | 350,875 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,587,914 | 340,021 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,444,546 | 323,001 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,936,527 | 312,863 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,676,896 | 287,787 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,522,238 | 279,222 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,297,437 | 294,846 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,361,861 | 337,520 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,514,552 | 317,258 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,854,941 | 308,568 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,828,099 | 294,290 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,668,509 | 288,523 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,862,579 | 285,847 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $15,446,520 | 288,720 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,853,078 | 290,326 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,626,562 | 290,669 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,526,240 | 297,772 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $7,165,135 | 296,693 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,291,081 | 299,209 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,349,517 | 294,308 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||