Position in UVSP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$82,979,311
+$18,356,903 QoQ
Shares Held
1,896,670
+0.6% QoQ
Ownership
6.88%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in UVSP 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. UVSP ranks #105 (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 UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,979,311 | 1,896,670 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $64,622,408 | 1,886,235 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $61,527,298 | 1,879,270 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $56,962,047 | 1,897,470 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,377,570 | 1,910,039 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $55,330,557 | 1,951,007 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,237,038 | 1,973,468 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $55,512,648 | 1,972,731 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $44,713,672 | 1,958,549 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $41,168,153 | 1,977,337 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $43,114,580 | 1,957,085 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $34,362,761 | 1,977,144 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $38,037,172 | 2,103,826 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $52,499,249 | 2,211,426 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,074,815 | 2,184,264 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $49,930,311 | 2,126,504 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $53,998,000 | 2,122,563 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $54,779,753 | 2,047,076 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $60,583,871 | 2,024,862 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $56,054,538 | 2,046,533 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $54,022,399 | 2,048,631 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $59,142,960 | 2,068,659 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $43,128,703 | 2,095,661 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $30,189,731 | 2,100,886 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $34,603,853 | 2,143,981 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,220,853 | 2,096,866 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||