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5%+ stakes

Finance Insurance and Real Estate, latest filing in March 2026

22 companies with 5%+ holders, every filing linked: Ally Financial Inc, BancFirst Corp, C&F Financial Corp, ChoiceOne Financial Services Inc, Clover Health Investments Corp, CNB Financial Corp and more. Each section is the company's full record from its filings, newest filings first within each section.

22 companies with 5%+ holders on this page (Finance Insurance and Real Estate, latest filing in March 2026), each linked to its filing, starting with Ally Financial Inc, BancFirst Corp, C&F Financial Corp. Free check on any of them: https://mentionfox.com/check

On this page

Ally Financial Inc

At 5% or more1
Filings2
Latest filing2026-03-26

Ally Financial Inc has 2 Schedule 13D or 13G filings on record since 2025-07-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.8.3%25,418,115SCHEDULE 13G/A, 2025-07-172025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.23,791,329025,418,1150SCHEDULE 13G/A, 2025-07-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Ally Financial Inc by CUSIP 02005N100 and gives its principal executive office as Ally Detroit Center, 500 Woodward Avenue, Detroit, MI 48226 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.8.3%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

BancFirst Corp

At 5% or more1
Filings2
Latest filing2026-03-26

BancFirst Corp has 2 Schedule 13D or 13G filings on record since 2025-08-13. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Kayne Anderson Rudnick Investment Management, LLC7.6%2,537,991SCHEDULE 13G/A, 2025-08-132025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Kayne Anderson Rudnick Investment Management, LLC1,729,140560,8091,977,182560,809SCHEDULE 13G/A, 2025-08-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies BancFirst Corp by CUSIP 05945F103 and gives its principal executive office as 101 North Broadway, Oklahoma City, OK 73102 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-08-13Kayne Anderson Rudnick Investment Management, LLC7.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A

C&F Financial Corp

At 5% or more1
Filings3
Latest filing2026-03-26

C&F Financial Corp has 3 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.5.01%162,441SCHEDULE 13G, 2025-10-172025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.157,6720162,4410SCHEDULE 13G, 2025-10-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies C&F Financial Corp by CUSIP 12466Q104 and gives its principal executive office as 802 Main Street, West Point, VA 23181 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5.16%SCHEDULE 13G
2025-10-17BlackRock, Inc.5.01%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 18, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

ChoiceOne Financial Services Inc

At 5% or more1
Filings5
Latest filing2026-03-26

ChoiceOne Financial Services Inc has 5 Schedule 13D or 13G filings on record since 2025-07-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.5.6%843,777SCHEDULE 13G, 2025-07-172025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Fourthstone LLC0%100SCHEDULE 13G/A, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26
Fourthstone LLC01000100SCHEDULE 13G/A, 2026-02-13
Fourthstone Master Opportunity Fund Ltd01000100SCHEDULE 13G/A, 2026-02-13
Fourthstone GP LLC0000SCHEDULE 13G/A, 2026-02-13
Fourthstone QP Opportunity Fund LP0000SCHEDULE 13G/A, 2026-02-13
Fourthstone Small-Cap Financials Fund LP0000SCHEDULE 13G/A, 2026-02-13
L. Phillip Stone, IV01000100SCHEDULE 13G/A, 2026-02-13

The latest filing identifies ChoiceOne Financial Services Inc by CUSIP 170386106 and gives its principal executive office as 109 East Division, Sparta, MI 49345 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.5.6%SCHEDULE 13G
2025-07-29The Vanguard Group5.32%SCHEDULE 13G
2025-08-14Fourthstone LLC7.63%SCHEDULE 13G/A
2026-02-13Fourthstone LLC0%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A

Clover Health Investments Corp

At 5% or more1
Filings3
Latest filing2026-03-26

Clover Health Investments Corp has 3 Schedule 13D or 13G filings on record since 2025-07-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.7.2%29,813,646SCHEDULE 13G, 2025-07-172025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.29,153,721029,813,6460SCHEDULE 13G, 2025-07-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Clover Health Investments Corp by CUSIP 18914F103 and gives its principal executive office as 3401 Mallory Ln, Suite 210, Franklin, TN 37067 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.7.2%SCHEDULE 13G
2025-07-29The Vanguard Group5.82%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
November 4, 2026Leadership change: Joseph Clay Thornton appointed, Chief Financial Officer—Leadership changesSource
September 25, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
September 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 16, 2026Leadership change: Brady Priest departs, Chief Executive Officer—Leadership changesSource
April 1, 2026Leadership change: Peter Kuipers departs, Chief Financial Officer—Leadership changesSource

CNB Financial Corp

At 5% or more3
Filings5
Latest filing2026-03-26

CNB Financial Corp has 5 Schedule 13D or 13G filings on record since 2025-07-15. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Wellington Management Group LLP8.8%2,592,950SCHEDULE 13G/A, 2026-02-102025-12-31
BlackRock, Inc.6.4%1,890,651SCHEDULE 13G/A, 2025-10-172025-09-30
Dimensional Fund Advisors LP5.1%1,073,867SCHEDULE 13G, 2025-07-152025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP02,442,93302,592,950SCHEDULE 13G/A, 2026-02-10
Wellington Group Holdings LLP02,442,93302,592,950SCHEDULE 13G/A, 2026-02-10
Wellington Investment Advisors Holdings LLP02,442,93302,592,950SCHEDULE 13G/A, 2026-02-10
Wellington Management Company LLP02,416,65002,566,667SCHEDULE 13G/A, 2026-02-10
BlackRock, Inc.1,843,29901,890,6510SCHEDULE 13G/A, 2025-10-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies CNB Financial Corp by CUSIP 126128107 and gives its principal executive office as 1 South 2nd Street, PO Box 42, Clearfield, PA 16830 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-15Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2025-10-17BlackRock, Inc.6.4%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP6.4%SCHEDULE 13G
2026-02-10Wellington Management Group LLP8.8%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A

CorVel Corp

At 5% or more1
Filings2
Latest filing2026-03-26

CorVel Corp has 2 Schedule 13D or 13G filings on record since 2026-02-13. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Kayne Anderson Rudnick Investment Management, LLC9.7%4,991,080SCHEDULE 13G/A, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Kayne Anderson Rudnick Investment Management, LLC3,204,952943,5114,047,569943,511SCHEDULE 13G/A, 2026-02-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies CorVel Corp by CUSIP 221006109 and gives its principal executive office as 5128 Apache Plume Road, Suite 400, Fort Worth, TX 76109 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2026-02-13Kayne Anderson Rudnick Investment Management, LLC9.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 1, 2026Leadership change: Sarah Scott appointed, Chief Executive Officer, and 1 more—Leadership changesSource

Farmland Partners Inc

At 5% or more1
Filings3
Latest filing2026-03-26

Farmland Partners Inc has 3 Schedule 13D or 13G filings on record since 2025-10-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.9.1%4,037,192SCHEDULE 13G/A, 2025-10-172025-09-30
Global Alpha Capital Management Ltd.3.5%1,496,785SCHEDULE 13G/A, 2026-02-102025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.3,901,64904,037,1920SCHEDULE 13G/A, 2025-10-17
Global Alpha Capital Management Ltd.1,094,32901,496,7850SCHEDULE 13G/A, 2026-02-10
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Farmland Partners Inc by CUSIP 31154R109 and gives its principal executive office as 4600 South Syracuse Street, Suite 1450, Denver, CO 80237 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.9.1%SCHEDULE 13G/A
2026-02-10Global Alpha Capital Management Ltd.3.5%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A

First Community Bankshares Inc

At 5% or more2
Filings3
Latest filing2026-03-26

First Community Bankshares Inc has 3 Schedule 13D or 13G filings on record since 2025-07-17. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.6.9%1,263,159SCHEDULE 13G/A, 2025-07-172025-06-30
Dimensional Fund Advisors LP5%912,402SCHEDULE 13G/A, 2025-10-092025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.1,223,82401,263,1590SCHEDULE 13G/A, 2025-07-17
Dimensional Fund Advisors LP893,4810912,4020SCHEDULE 13G/A, 2025-10-09
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Community Bankshares Inc by CUSIP 31983A103 and gives its principal executive office as PO Box 989, Bluefield, VA 24605 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.6.9%SCHEDULE 13G/A
2025-10-09Dimensional Fund Advisors LP5%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A

Franklin Financial Services Corp

At 5% or more1
Filings6
Latest filing2026-03-26

Franklin Financial Services Corp has 6 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.5.1%230,360SCHEDULE 13G, 2026-01-212025-12-31
Fourthstone LLC3.92%175,570SCHEDULE 13G/A, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.226,9930230,3600SCHEDULE 13G, 2026-01-21
Fourthstone LLC0175,5700175,570SCHEDULE 13G/A, 2026-02-13
Fourthstone Master Opportunity Fund Ltd0139,0610139,061SCHEDULE 13G/A, 2026-02-13
Fourthstone GP LLC036,509036,509SCHEDULE 13G/A, 2026-02-13
Fourthstone QP Opportunity Fund LP036,509036,509SCHEDULE 13G/A, 2026-02-13
Fourthstone Small-Cap Financials Fund LP0000SCHEDULE 13G/A, 2026-02-13
L. Phillip Stone, IV0175,5700175,570SCHEDULE 13G/A, 2026-02-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Franklin Financial Services Corp by CUSIP 353525108 and gives its principal executive office as 20 South Main Street, PO Box 6010, Chambersburg, PA 17201 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5.06%SCHEDULE 13G
2025-08-14Fourthstone LLC8.43%SCHEDULE 13G/A
2025-11-14Fourthstone LLC7.41%SCHEDULE 13G/A
2026-01-21BlackRock, Inc.5.1%SCHEDULE 13G
2026-02-13Fourthstone LLC3.92%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 18, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

FS Bancorp Inc

At 5% or more1
Filings3
Latest filing2026-03-26

FS Bancorp Inc has 3 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
De Lisle Partners LLP5.1%385,451SCHEDULE 13G, 2026-02-112025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
De Lisle Partners LLP385,4510385,4510SCHEDULE 13G, 2026-02-11
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies FS Bancorp Inc by CUSIP 30263Y104 and gives its principal executive office as 6920 220th Street SW, Suite 200, Mountlake Terrace, WA 98043 (SCHEDULE 13G/A, 2026-03-26).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5.19%SCHEDULE 13G
2026-02-11De Lisle Partners LLP5.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 23, 2026Leadership change: Matthew D. Mullet appointed—Leadership changesSource
June 1, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Hills Bancorporation

At 5% or more1
Filings2
Latest filing2026-03-13

Hills Bancorporation has 2 Schedule 13D or 13G filings on record since 2025-08-07. 1 holder's latest filing reports 5% or more of common stock, $0 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Hills Bank & Trust Co7.6%668,407SCHEDULE 13G/A, 2026-03-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Hills Bank & Trust Co0668,40700SCHEDULE 13G/A, 2026-03-13

The latest filing names Hills Bancorporation, with its principal executive office as 131 East Main Street, PO Box 160, Hills, IA 52235 (SCHEDULE 13G/A, 2026-03-13).

FiledHolderPercentFiling
2025-08-07Hills Bank & Trust Co7.5%SCHEDULE 13G/A
2026-03-13Hills Bank & Trust Co7.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
April 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Ladder Capital Corp

At 5% or more1
Filings2
Latest filing2026-03-27

Ladder Capital Corp has 2 Schedule 13D or 13G filings on record since 2026-02-20. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Brian Harris6.8%8,708,733SCHEDULE 13D/A, 2026-02-202026-02-18
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Brian Harris528,7688,179,965528,7688,179,965SCHEDULE 13D/A, 2026-02-20
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Ladder Capital Corp by CUSIP 505743104 and gives its principal executive office as 345 Park Avenue, New York, NY 10154 (SCHEDULE 13G/A, 2026-03-27).

Item 3 of the Schedule 13D is hereby amended by adding the following at the end thereof: On February 6, 2026, Mr. Harris purchased in multiple open market transactions at prices ranging from $10.27 to $10.35, inclusive, 5,000 shares of Class A Common Stock. Such purchases were paid for with personal funds. On February 18, 2026, the Issuer granted Mr. Harris an aggregate of 846,958 shares of Class A Common Stock for no consideration, 333,278 of which were withheld by the Issuer to cover associated taxes.Brian Harris, SCHEDULE 13D/A, 2026-02-20
FiledHolderPercentFiling
2026-02-20Brian Harris6.8%SCHEDULE 13D/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A

Live Oak Bancshares Inc

At 5% or more1
Filings2
Latest filing2026-03-27

Live Oak Bancshares Inc has 2 Schedule 13D or 13G filings on record since 2026-02-05. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Mahan James S Iii14.4%6,619,682SCHEDULE 13G/A, 2026-02-052025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mahan James S Iii3,195,0113,424,6713,195,0113,424,671SCHEDULE 13G/A, 2026-02-05
Marguerite D. Mahan3,159,7143,459,9683,159,7143,459,968SCHEDULE 13G/A, 2026-02-05
James S. Mahan III Revocable Trust3,067,84403,067,8440SCHEDULE 13G/A, 2026-02-05
Marguerite D. Mahan Revocable Trust3,032,54703,032,5470SCHEDULE 13G/A, 2026-02-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Live Oak Bancshares Inc by CUSIP 53803X105 and gives its principal executive office as 1741 Tiburon Drive, Wilmington, NC 28403 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2026-02-05Mahan James S Iii14.4%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 20, 2026Leadership change: Renato Derraik departs—Leadership changesSource
July 2, 2026Leadership change: Matthew S. Diffley appointed, Principal Accounting Officer—Leadership changesSource
June 18, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Magnolia Bancorp, Inc.

At 5% or more1
Filings1
Latest filing2026-03-06

Magnolia Bancorp, Inc. has 1 Schedule 13D or 13G filing on record since 2026-03-06. 1 holder's latest filing reports 5% or more of common stock, par value $.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Magnolia Bancorp, Inc. Employee Stock Ownership Plan8%66,700SCHEDULE 13G/A, 2026-03-062025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Magnolia Bancorp, Inc. Employee Stock Ownership Plan64,4772,22364,4772,223SCHEDULE 13G/A, 2026-03-06

The latest filing names Magnolia Bancorp, Inc., with its principal executive office as 2900 CLEARVIEW PARKWAY, METAIRIE, DC 70006 (SCHEDULE 13G/A, 2026-03-06).

FiledHolderPercentFiling
2026-03-06Magnolia Bancorp, Inc. Employee Stock Ownership Plan8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 13, 2026Leadership change: Robert W. Kimbro departs—Leadership changesSource
June 1, 2026Leadership change: Robert W. Kimbro appointed, President and Chief Executive Officer, and 1 more—Leadership changesSource

MVB Financial Corp

At 5% or more2
Filings6
Latest filing2026-03-27

MVB Financial Corp has 6 Schedule 13D or 13G filings on record since 2025-07-23. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Wellington Management Group LLP13.2%1,715,948SCHEDULE 13G/A, 2025-08-052025-07-31
Bay Pond Partners, L.P.5.6%728,409SCHEDULE 13G, 2025-07-232025-07-17
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
TimesSquare Capital Management, LLC0%0SCHEDULE 13G/A, 2026-01-092025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP01,583,56801,715,948SCHEDULE 13G/A, 2025-08-05
Wellington Group Holdings LLP01,583,56801,715,948SCHEDULE 13G/A, 2025-08-05
Wellington Investment Advisors Holdings LLP01,583,56801,715,948SCHEDULE 13G/A, 2025-08-05
Wellington Management Company LLP01,583,56801,682,134SCHEDULE 13G/A, 2025-08-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27
TimesSquare Capital Management, LLC0000SCHEDULE 13G/A, 2026-01-09

The latest filing identifies MVB Financial Corp by CUSIP 553810102 and gives its principal executive office as 301 Virginia Avenue, Fairmont, WV 26554 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2025-07-23Bay Pond Partners, L.P.5.6%SCHEDULE 13G
2025-07-29The Vanguard Group4.87%SCHEDULE 13G/A
2025-08-05Wellington Management Group LLP13.2%SCHEDULE 13G/A
2026-01-09TimesSquare Capital Management, LLC0%SCHEDULE 13G/A
2026-01-30The Vanguard Group5.04%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A

Southside Bancshares Inc

At 5% or more1
Filings2
Latest filing2026-03-27

Southside Bancshares Inc has 2 Schedule 13D or 13G filings on record since 2025-10-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.13.4%4,043,073SCHEDULE 13G/A, 2025-10-172025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.3,969,53904,043,0730SCHEDULE 13G/A, 2025-10-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Southside Bancshares Inc by CUSIP 84470P109 and gives its principal executive office as 1201 South Beckham Avenue, Tyler, TX 75701 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.13.4%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A

SR Bancorp Inc

At 5% or more2
Filings5
Latest filing2026-03-27

SR Bancorp Inc has 5 Schedule 13D or 13G filings on record since 2025-07-29. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Somerset Regal Bank Employee Stock Ownership Plan Trust9%757,138SCHEDULE 13G, 2026-02-172025-12-31
BlackRock, Inc.5.3%463,101SCHEDULE 13G, 2025-10-172025-09-30
AllianceBernstein L.P.3.7%337,095SCHEDULE 13G/A, 2025-08-132025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Somerset Regal Bank Employee Stock Ownership Plan Trust646,539110,599757,1380SCHEDULE 13G, 2026-02-17
BlackRock, Inc.452,7440463,1010SCHEDULE 13G, 2025-10-17
AllianceBernstein L.P.337,0950337,0950SCHEDULE 13G/A, 2025-08-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies SR Bancorp Inc by CUSIP 85227J106 and gives its principal executive office as 220 West Union Avenue, Bound Brook, NJ 08805 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5.65%SCHEDULE 13G
2025-08-13AllianceBernstein L.P.3.7%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.5.3%SCHEDULE 13G
2026-02-17Somerset Regal Bank Employee Stock Ownership Plan Trust9%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
April 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

The InterGroup Corporation

At 5% or more1
Filings1
Latest filing2026-03-19

The InterGroup Corporation has 1 Schedule 13D or 13G filing on record since 2026-03-19. 1 holder's latest filing reports 5% or more of common stock, $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
John V. Winfield69.7%1,590,074SCHEDULE 13D/A, 2026-03-192026-03-16
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
John V. Winfield1,590,07401,590,0740SCHEDULE 13D/A, 2026-03-19

The latest filing identifies The InterGroup Corporation by CUSIP 458685104 and gives its principal executive office as 1516 S. Bundy Drive Suite 200, Los Angeles, CA 90025 (SCHEDULE 13D/A, 2026-03-19).

The Reporting Person did not expend any funds to acquire the securities reported herein. The securities relate to stock options that were not exercised and expired unexercised; accordingly, no consideration was paid.John V. Winfield, SCHEDULE 13D/A, 2026-03-19
FiledHolderPercentFiling
2026-03-19John V. Winfield69.7%SCHEDULE 13D/A

Trupanion Inc

At 5% or more1
Filings5
Latest filing2026-03-27

Trupanion Inc has 5 Schedule 13D or 13G filings on record since 2025-08-12. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Felix Holdings Bv9.89%4,296,538SCHEDULE 13G, 2026-02-242026-02-17
Wellington Management Group LLP4.8%2,038,458SCHEDULE 13G/A, 2025-08-122025-06-30
Tarmac DLTFM Ltd0%0SCHEDULE 13G/A, 2026-02-252026-02-17
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Felix Holdings Bv4,296,53804,296,5380SCHEDULE 13G, 2026-02-24
Tarmac DLTFM Ltd0000SCHEDULE 13G/A, 2026-02-25
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Trupanion Inc by CUSIP 898202106 and gives its principal executive office as 6100 4th Avenue South, Suite 400, Seattle, WA 98108 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP4.8%SCHEDULE 13G/A
2025-10-10Tarmac DLTFM Ltd8.3%SCHEDULE 13G/A
2026-02-24Felix Holdings Bv9.89%SCHEDULE 13G
2026-02-25Tarmac DLTFM Ltd0%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
April 27, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

United Fire Group Inc

At 5% or more1
Filings2
Latest filing2026-03-27

United Fire Group Inc has 2 Schedule 13D or 13G filings on record since 2026-02-06. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
McIntyre Dee Ann11.5%2,925,862SCHEDULE 13G/A, 2026-02-062025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
McIntyre Dee Ann2,483,999441,8632,483,999441,863SCHEDULE 13G/A, 2026-02-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies United Fire Group Inc by CUSIP 910340108 and gives its principal executive office as 118 Second Avenue Southeast, PO Box 73909, Cedar Rapids, IA 52401 (SCHEDULE 13G/A, 2026-03-27).

FiledHolderPercentFiling
2026-02-06McIntyre Dee Ann11.5%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A

VanEck Bitcoin ETF

At 5% or more0
Filings2
Latest filing2026-11-09

VanEck Bitcoin ETF has 2 Schedule 13D or 13G filings on record since 2026-03-10. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
NEOS Investment Management LLC1.94%1,147,257SCHEDULE 13G/A, 2026-11-092026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
NEOS Investment Management LLC1,147,25701,147,2570SCHEDULE 13G/A, 2026-11-09

The latest filing identifies VanEck Bitcoin ETF by CUSIP 92189K105 and gives its principal executive office as 666 Third Avenue, 9th Floor, New York, NY 10017 (SCHEDULE 13G/A, 2026-11-09).

FiledHolderPercentFiling
2026-03-10NEOS Investment Management LLC9.24%SCHEDULE 13G
2026-11-09NEOS Investment Management LLC1.94%SCHEDULE 13G/A

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.