Position in UNB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$998,383
+$24,220 QoQ
Shares Held
41,052
0.0% QoQ
Ownership
0.890%
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 89%
Shared 10%
None 1%
Common Shares in UNB 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. UNB ranks #268 (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 UNB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $998,383 | 41,052 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $974,163 | 41,052 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,014,910 | 40,990 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,045,712 | 39,283 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,179,684 | 37,486 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,019,828 | 35,276 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $876,485 | 33,802 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $664,247 | 30,924 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $854,305 | 28,010 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $858,506 | 28,010 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $601,374 | 28,010 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $651,232 | 28,010 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $623,236 | 28,188 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $700,635 | 29,181 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $662,901 | 29,306 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $766,351 | 29,306 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $905,880 | 29,128 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $868,888 | 29,128 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $942,098 | 29,459 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,080,135 | 29,838 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $852,540 | 28,418 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $730,626 | 28,418 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $576,317 | 28,418 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $531,984 | 28,418 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $639,405 | 28,418 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||