Position in SHG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$87,807,444
+$520,694 QoQ
Shares Held
1,388,260
-2.5% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in SHG 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. SHG ranks #100 (0.3% 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 SHG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,807,444 | 1,388,260 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $87,286,750 | 1,423,463 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $81,308,119 | 1,516,094 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $77,349,380 | 1,535,624 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,602,680 | 1,540,564 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $50,281,966 | 1,567,393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $51,601,641 | 1,569,393 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $66,637,289 | 1,572,747 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $54,571,148 | 1,567,686 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $56,896,182 | 1,603,161 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,726,104 | 1,615,533 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,942,884 | 1,621,098 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $42,754,269 | 1,640,609 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,314,330 | 1,644,927 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,961,829 | 1,645,608 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $37,823,270 | 1,644,490 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $46,684,145 | 1,634,599 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $53,545,065 | 1,601,707 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $53,433,715 | 1,728,687 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $59,802,263 | 1,776,129 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $65,915,925 | 1,838,659 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $64,736,090 | 1,930,116 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $58,924,026 | 1,979,974 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $46,028,824 | 2,003,867 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $49,534,367 | 2,058,785 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $52,666,427 | 2,259,392 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||