Position in WF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,941,416
-$427,941 QoQ
Shares Held
103,509
+8.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 200 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in WF 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. WF ranks #234 (0.0% 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 WF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,941,416 | 103,509 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,369,357 | 95,636 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,425,787 | 92,291 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,155,916 | 91,824 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,504,095 | 90,571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,607,144 | 78,105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,191,281 | 70,121 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,722,650 | 48,213 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $627,823 | 19,595 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $540,153 | 16,656 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $485,423 | 16,063 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $407,186 | 14,850 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $386,516 | 14,342 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $358,568 | 13,639 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $239,152 | 8,687 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $258,129 | 11,565 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $352,735 | 12,473 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $539,630 | 14,329 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $563,624 | 17,542 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $506,963 | 17,542 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $540,501 | 17,856 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $510,536 | 18,839 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $515,811 | 18,839 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $481,564 | 21,810 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $517,314 | 23,334 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $477,725 | 25,438 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||