Position in SHBI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,729,776
+$9,283,810 QoQ
Shares Held
1,774,718
+5.4% QoQ
Ownership
5.32%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 177 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in SHBI 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. SHBI ranks #139 (0.1% 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 SHBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,729,776 | 1,774,718 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $31,445,966 | 1,683,403 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $28,818,786 | 1,630,022 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,413,797 | 1,609,616 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,294,330 | 1,545,441 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,973,435 | 1,475,143 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,339,867 | 1,346,364 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,036,591 | 1,289,249 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,840,071 | 1,208,740 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,003,957 | 1,130,779 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,886,560 | 1,044,671 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,460,192 | 994,315 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,858,461 | 766,303 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,126,889 | 849,222 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,274,173 | 818,943 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,562,129 | 783,033 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,495,065 | 729,463 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,119,751 | 689,441 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,705,351 | 657,331 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,876,698 | 613,463 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,065,711 | 600,938 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,628,248 | 565,702 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,106,387 | 555,232 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $6,103,782 | 555,900 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,187,332 | 557,920 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,813,180 | 535,777 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||