Position in UBSI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$317,332,327
+$25,318,647 QoQ
Shares Held
7,661,331
+0.7% QoQ
Ownership
5.56%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 4%
None 2%
Common Shares in UBSI 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. UBSI ranks #21 (1.3% 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 UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,332,327 | 7,661,331 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $292,013,680 | 7,604,523 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $288,076,394 | 7,741,908 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,140,399 | 7,717,277 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $270,376,628 | 7,798,576 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $295,319,069 | 7,864,689 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $294,134,028 | 7,928,141 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $256,524,651 | 7,907,665 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $277,913,642 | 7,765,120 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $273,777,085 | 7,291,001 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $196,385,728 | 7,118,004 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $216,228,046 | 7,287,767 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $261,871,700 | 7,439,537 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $291,734,861 | 7,205,109 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $248,815,709 | 6,959,880 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $234,768,047 | 6,694,270 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $224,042,890 | 6,423,248 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $230,354,780 | 6,349,360 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $225,255,246 | 6,191,733 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $226,508,780 | 6,205,720 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $238,397,741 | 6,179,309 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $200,182,687 | 6,178,478 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $132,340,006 | 6,163,950 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $167,692,373 | 6,062,631 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $124,282,338 | 5,384,850 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||