Position in WBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$369,832,828
-$69,397,088 QoQ
Shares Held
4,839,477
-23.5% QoQ
Ownership
2.99%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#7
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 8%
None 2%
Common Shares in WBS 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. WBS ranks #20 (1.3% 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 WBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,832,828 | 4,839,477 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $439,229,916 | 6,327,138 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $498,503,678 | 7,920,300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $464,402,637 | 7,812,965 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $416,246,702 | 7,623,566 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $366,421,625 | 7,108,082 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $365,601,568 | 6,620,818 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $306,484,425 | 6,575,508 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $240,705,895 | 5,522,044 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $219,096,359 | 4,315,469 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $198,776,818 | 3,916,013 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $140,507,838 | 3,485,682 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $128,184,879 | 3,395,626 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $144,541,113 | 3,666,695 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $177,846,862 | 3,756,799 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $207,838,638 | 4,598,200 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $211,308,654 | 5,013,254 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $345,163,366 | 6,150,452 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $80,810,196 | 1,447,174 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $79,535,616 | 1,460,441 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $80,802,792 | 1,514,863 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $99,457,568 | 1,804,710 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $75,227,086 | 1,784,747 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $50,510,260 | 1,912,543 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $52,612,702 | 1,838,962 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $35,193,475 | 1,536,833 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||