Position in WSBF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,393,997
+$3,908,559 QoQ
Shares Held
1,417,945
+0.3% QoQ
Ownership
7.89%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in WSBF 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. WSBF ranks #162 (0.1% 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 WSBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,393,997 | 1,417,945 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $25,485,438 | 1,413,502 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,420,714 | 1,415,149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,265,643 | 1,427,285 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,811,093 | 1,434,547 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,929,697 | 1,481,762 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,339,113 | 1,513,327 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,308,645 | 1,517,595 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,629,693 | 1,534,769 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,789,586 | 1,626,096 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,463,496 | 1,652,359 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $18,569,227 | 1,695,820 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,744,411 | 1,776,702 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $27,851,332 | 1,840,802 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,547,222 | 1,887,890 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,738,210 | 1,902,117 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $32,922,832 | 1,930,958 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,624,666 | 1,842,020 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $40,575,766 | 1,856,165 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $38,548,779 | 1,881,346 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $36,919,749 | 1,877,912 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $38,790,975 | 1,899,656 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,884,414 | 1,959,852 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $31,053,531 | 2,004,747 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,310,176 | 2,043,842 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,491,249 | 2,028,284 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||