Position in WABC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$57,710,097
+$8,444,046 QoQ
Shares Held
983,639
+4.1% QoQ
Ownership
4.26%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 212 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 7%
None 3%
Common Shares in WABC 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. WABC ranks #121 (0.2% 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 WABC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,710,097 | 983,639 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $49,266,051 | 944,699 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $42,930,866 | 897,572 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,700,756 | 894,194 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,001,203 | 887,721 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,811,599 | 885,080 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $45,918,236 | 875,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $42,766,682 | 865,372 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $41,803,643 | 861,398 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $40,059,943 | 819,557 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $44,153,966 | 782,733 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $32,921,293 | 761,186 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $28,210,782 | 736,574 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,180,491 | 726,422 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $40,470,470 | 685,824 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $36,109,171 | 690,556 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $38,013,051 | 682,951 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $40,900,238 | 676,037 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $38,510,643 | 667,082 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $37,452,732 | 665,708 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,237,448 | 676,158 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $42,637,539 | 679,158 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $39,360,011 | 711,883 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $39,372,553 | 724,426 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $42,732,595 | 744,211 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $44,386,482 | 755,129 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||