Position in SPFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,732,710
+$491,673 QoQ
Shares Held
434,785
-0.1% QoQ
Ownership
2.31%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 156 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in SPFI 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. SPFI ranks #190 (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 SPFI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,732,710 | 434,785 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,241,037 | 435,347 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,530,809 | 451,825 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,584,349 | 480,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,987,560 | 471,353 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,929,965 | 450,784 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,806,174 | 426,077 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,725,149 | 404,633 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,837,207 | 364,341 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,929,167 | 333,676 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,109,424 | 314,552 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,322,793 | 276,959 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,214,574 | 231,656 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,396,219 | 205,335 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,674,810 | 169,808 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,784,262 | 137,310 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,314,661 | 95,885 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,949,589 | 73,348 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,455,742 | 52,346 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $912,250 | 37,418 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $509,877 | 22,044 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $286,294 | 12,601 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||