Position in UBCP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$686,821
+$38,833 QoQ
Shares Held
45,156
0.0% QoQ
Ownership
0.781%
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 90%
Shared 10%
None 0%
Common Shares in UBCP 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. UBCP ranks #276 (0.0% 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 UBCP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $686,821 | 45,156 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $647,988 | 45,156 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $630,175 | 45,077 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $653,616 | 45,077 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $583,084 | 43,449 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $532,428 | 40,956 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $509,850 | 38,831 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $418,868 | 33,376 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $445,690 | 30,801 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $395,484 | 30,801 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $355,751 | 30,801 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $368,687 | 30,801 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $446,614 | 30,801 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $434,637 | 29,527 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $473,084 | 29,439 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $445,480 | 27,180 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $494,457 | 27,168 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $442,339 | 26,551 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $377,691 | 26,412 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $375,451 | 26,329 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $334,243 | 23,341 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $307,634 | 23,341 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $293,162 | 23,341 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $268,888 | 23,341 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $257,217 | 23,341 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||