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5%+ stakes

Finance Insurance and Real Estate (industry group 60), latest filing in April 2026

34 companies with 5%+ holders, every filing linked: Atlantic Union Bankshares Corp, Bank of New York Mellon Corp, Banner Corp, Capital One Financial Corp, Cathay General Bancorp, Citigroup Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

34 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 60), latest filing in April 2026), each linked to its filing, starting with Atlantic Union Bankshares Corp, Bank of New York Mellon Corp, Banner Corp. Free check on any of them: https://mentionfox.com/check

On this page

Atlantic Union Bankshares Corp

At 5% or more4
Filings6
Latest filing2026-04-29

Atlantic Union Bankshares Corp has 6 Schedule 13D or 13G filings on record since 2025-07-15. 4 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
Vanguard Portfolio Management6.16%8,812,926SCHEDULE 13G, 2026-04-282026-03-31
Dimensional Fund Advisors LP5.5%7,839,696SCHEDULE 13G/A, 2025-07-152025-06-30
Vanguard Capital Management5.21%7,466,061SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.2%7,400,456SCHEDULE 13G, 2025-08-112025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management83,69208,812,9260SCHEDULE 13G, 2026-04-28
Vanguard Capital Management1,098,72707,466,0610SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Atlantic Union Bankshares Corp by CUSIP 04911A107 and gives its principal executive office as 1051 East Cary Street, Suite 1200, Richmond, VA 23219 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2025-07-15Dimensional Fund Advisors LP5.5%SCHEDULE 13G/A
2025-08-11State Street Corporation5.2%SCHEDULE 13G
2025-10-30The Vanguard Group11.34%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management6.16%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.21%SCHEDULE 13G

Bank of New York Mellon Corp

At 5% or more1
Filings4
Latest filing2026-04-29

Bank of New York Mellon Corp has 4 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
Vanguard Capital Management7.51%51,694,335SCHEDULE 13G, 2026-04-292026-03-31
Dodge & Cox3.7%25,811,239SCHEDULE 13G/A, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management7,027,582051,694,3350SCHEDULE 13G, 2026-04-29
Dodge & Cox24,727,189025,811,2390SCHEDULE 13G/A, 2026-02-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Bank of New York Mellon Corp by CUSIP 064058100 and gives its principal executive office as 240 Greenwich Street, New York, NY 10286 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2025-08-13Dodge & Cox5.3%SCHEDULE 13G/A
2026-02-13Dodge & Cox3.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.51%SCHEDULE 13G
DateRecordFigureOur pageSource
October 16, 2026Leadership change: Vikram Malhotra appointed—Leadership changesSource
August 13, 2026Leadership change: Vikram Malhotra appointed, Director—Leadership changesSource
April 17, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Capital One Financial Corp

At 5% or more1
Filings2
Latest filing2026-04-29

Capital One Financial Corp has 2 Schedule 13D or 13G filings on record since 2026-03-26. 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
Vanguard Capital Management7.51%46,706,966SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management6,197,381046,706,9660SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Capital One Financial Corp by CUSIP 14040H105 and gives its principal executive office as 1680 Capital One Dr, Mc Lean, VA 22102 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.51%SCHEDULE 13G

Cathay General Bancorp

At 5% or more2
Filings3
Latest filing2026-04-29

Cathay General Bancorp has 3 Schedule 13D or 13G filings on record since 2026-03-26. 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
Vanguard Portfolio Management6.14%4,111,955SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.07%3,400,575SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management40,69604,111,9550SCHEDULE 13G, 2026-04-29
Vanguard Capital Management503,03903,400,5750SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Cathay General Bancorp by CUSIP 149150104 and gives its principal executive office as 777 North Broadway, Los Angeles, CA 90012 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.07%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.14%SCHEDULE 13G
DateRecordFigureOur pageSource
May 22, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Citigroup Inc

At 5% or more1
Filings2
Latest filing2026-04-29

Citigroup Inc has 2 Schedule 13D or 13G filings on record since 2026-03-26. 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
Vanguard Capital Management7.22%126,457,408SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management16,799,0520126,457,4080SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Citigroup Inc by CUSIP 172967424 and gives its principal executive office as 388 Greenwich Street, Hennessy Road Post Office, New York, NY 10013 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.22%SCHEDULE 13G
DateRecordFigureOur pageSource
October 22, 2026Leadership change: James Flanagan appointed, Director—Leadership changesSource

First Financial Bankshares Inc

At 5% or more1
Filings2
Latest filing2026-04-29

First Financial Bankshares Inc has 2 Schedule 13D or 13G filings on record since 2026-03-26. 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
Vanguard Portfolio Management5.11%7,319,169SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management116,98607,319,1690SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Financial Bankshares Inc by CUSIP 32020R109 and gives its principal executive office as 400 Pine Street, PO Box 701, Abilene, TX 79601 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.11%SCHEDULE 13G

First Merchants Corp

At 5% or more3
Filings4
Latest filing2026-04-29

First Merchants Corp has 4 Schedule 13D or 13G filings on record since 2025-10-17. 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
BlackRock, Inc.7.6%4,407,367SCHEDULE 13G/A, 2025-10-172025-09-30
Vanguard Portfolio Management5.37%3,408,096SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.04%3,199,084SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.4,268,10804,407,3670SCHEDULE 13G/A, 2025-10-17
Vanguard Portfolio Management49,06203,408,0960SCHEDULE 13G, 2026-04-29
Vanguard Capital Management468,47303,199,0840SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Merchants Corp by CUSIP 320817109 and gives its principal executive office as 200 East Jackson Street, Muncie, IN 47305 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.7.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.04%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.37%SCHEDULE 13G
DateRecordFigureOur pageSource
October 1, 2026Leadership change: Michael J. Stewart appointed, President and Chief Executive Officer—Leadership changesSource
July 2, 2026Leadership change: Mung Chiang departs—Leadership changesSource
May 19, 2026Leadership change: Paul Fultz appointed—Leadership changesSource

Hancock Whitney Corp

At 5% or more3
Filings5
Latest filing2026-04-30

Hancock Whitney Corp has 5 Schedule 13D or 13G filings on record since 2025-11-05. 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
Fmr LLC8.6%7,206,183SCHEDULE 13G/A, 2026-02-052025-12-31
Vanguard Portfolio Management6.1%4,978,681SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.34%4,362,083SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC7,193,81007,206,1830SCHEDULE 13G/A, 2026-02-05
Abigail P. Johnson007,206,1830SCHEDULE 13G/A, 2026-02-05
Vanguard Portfolio Management53,66104,978,6810SCHEDULE 13G, 2026-04-29
Vanguard Capital Management632,14104,362,0830SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Hancock Whitney Corp by CUSIP 410120109 and gives its principal executive office as Hancock Whitney Plaza, 2510 14th Street, Gulfport, MS 39501 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-11-05Fmr LLC7.2%SCHEDULE 13G
2026-02-05Fmr LLC8.6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.1%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.34%SCHEDULE 13G

Hope Bancorp Inc

At 5% or more3
Filings5
Latest filing2026-04-30

Hope Bancorp Inc has 5 Schedule 13D or 13G filings on record since 2025-08-12. 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 LLP8.6%11,032,980SCHEDULE 13G/A, 2025-08-122025-06-30
Vanguard Portfolio Management5.97%7,656,647SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.06%6,493,748SCHEDULE 13G, 2026-04-302026-03-31
Fuller & Thaler Asset Management, Inc.4.74%6,078,686SCHEDULE 13G/A, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management157,76507,656,6470SCHEDULE 13G, 2026-04-29
Vanguard Capital Management989,90006,493,7480SCHEDULE 13G, 2026-04-30
Fuller & Thaler Asset Management, Inc.5,985,53806,078,6860SCHEDULE 13G/A, 2026-02-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Hope Bancorp Inc by CUSIP 43940T109 and gives its principal executive office as 3731 Wilshire Blvd, Suite 1000, Los Angeles, CA 90010 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP8.6%SCHEDULE 13G/A
2026-02-17Fuller & Thaler Asset Management, Inc.4.74%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.97%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.06%SCHEDULE 13G
DateRecordFigureOur pageSource
August 25, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 1, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Hoyne Bancorp Inc

At 5% or more1
Filings1
Latest filing2026-04-30

Hoyne Bancorp Inc has 1 Schedule 13D or 13G filing on record since 2026-04-30. 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
Vanguard Capital Management5.06%410,130SCHEDULE 13G, 2026-04-302026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management40,7130410,1300SCHEDULE 13G, 2026-04-30

The latest filing identifies Hoyne Bancorp Inc by CUSIP 44326H107 and gives its principal executive office as 810 S Oak Park Ave, Oak Park, IL 60304 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-04-30Vanguard Capital Management5.06%SCHEDULE 13G

International Bancshares Corp

At 5% or more3
Filings4
Latest filing2026-04-29

International Bancshares Corp has 4 Schedule 13D or 13G filings on record since 2025-10-09. 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
Vanguard Portfolio Management5.51%3,428,434SCHEDULE 13G, 2026-04-292026-03-31
Dimensional Fund Advisors LP5.2%3,206,231SCHEDULE 13G/A, 2025-10-092025-09-30
American Century Investment Management, Inc.5.2%3,198,405SCHEDULE 13G, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management26,82503,428,4340SCHEDULE 13G, 2026-04-29
Dimensional Fund Advisors LP3,121,91803,206,2310SCHEDULE 13G/A, 2025-10-09
American Century Investment Management, Inc.3,147,32703,198,4050SCHEDULE 13G, 2026-02-13
American Century Companies, Inc.3,147,32703,198,4050SCHEDULE 13G, 2026-02-13
Stowers Institute for Medical Research3,147,32703,198,4050SCHEDULE 13G, 2026-02-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies International Bancshares Corp by CUSIP 459044103 and gives its principal executive office as 1200 San Bernardo Avenue, Laredo, TX 78040 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2025-10-09Dimensional Fund Advisors LP5.2%SCHEDULE 13G/A
2026-02-13American Century Investment Management, Inc.5.2%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.51%SCHEDULE 13G

Itau Unibanco Holding S.A.

At 5% or more1
Filings1
Latest filing2026-04-28

Itau Unibanco Holding S.A. has 1 Schedule 13D or 13G filing on record since 2026-04-28. 1 holder's latest filing reports 5% or more of preferred stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.8.4%453,026,569SCHEDULE 13G/A, 2026-04-282026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.432,748,2470453,026,5690SCHEDULE 13G/A, 2026-04-28

The latest filing identifies Itau Unibanco Holding S.A. by CUSIP P5968U113 and gives its principal executive office as PC. ALFREDO EGYDIO DE SOUZA ARANHA, 100, TORRE AE, 3 ANDAR, CEP 04344-902, SAO PAULO (SCHEDULE 13G/A, 2026-04-28).

FiledHolderPercentFiling
2026-04-28BlackRock, Inc.8.4%SCHEDULE 13G/A

JPMorgan Chase & Co

At 5% or more1
Filings2
Latest filing2026-04-30

JPMorgan Chase & Co has 2 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Capital Management7.06%190,479,749SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management25,201,0160190,479,7490SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies JPMorgan Chase & Co by CUSIP 46625H100 and gives its principal executive office as 383 Madison Ave, New York, NY 10179 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.06%SCHEDULE 13G
DateRecordFigureOur pageSource
June 25, 2026Leadership change: Doug Petno appointed, President, and 1 more—Leadership changesSource

KeyCorp

At 5% or more1
Filings4
Latest filing2026-04-30

KeyCorp has 4 Schedule 13D or 13G filings on record since 2025-11-14. 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
Vanguard Capital Management7.04%75,581,332SCHEDULE 13G, 2026-04-302026-03-31
T. Rowe Price Associates, Inc.2.1%22,721,500SCHEDULE 13G/A, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management9,699,946075,581,3320SCHEDULE 13G, 2026-04-30
T. Rowe Price Associates, Inc.22,200,859022,721,4430SCHEDULE 13G/A, 2026-02-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies KeyCorp by CUSIP 493267108 and gives its principal executive office as 127 Public Square, Cleveland, OH 44114 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-11-14T. Rowe Price Associates, Inc.5.3%SCHEDULE 13G
2026-02-17T. Rowe Price Associates, Inc.2.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.04%SCHEDULE 13G

OFG Bancorp

At 5% or more3
Filings4
Latest filing2026-04-28

OFG Bancorp has 4 Schedule 13D or 13G filings on record since 2026-03-26. 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
Vanguard Portfolio Management7.4%3,146,973SCHEDULE 13G, 2026-04-282026-03-31
First Trust Portfolios L.P.5.86%2,489,295SCHEDULE 13G, 2026-04-272026-03-31
Vanguard Capital Management5.24%2,228,271SCHEDULE 13G, 2026-04-282026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management37,90903,146,9730SCHEDULE 13G, 2026-04-28
First Trust Portfolios L.P.0000SCHEDULE 13G, 2026-04-27
First Trust Advisors L.P.02,489,29502,489,295SCHEDULE 13G, 2026-04-27
The Charger Corporation02,489,29502,489,295SCHEDULE 13G, 2026-04-27
Vanguard Capital Management320,11802,228,2710SCHEDULE 13G, 2026-04-28
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies OFG Bancorp by CUSIP 67103X102 and gives its principal executive office as 254 Munoz Rivera Avenue, San Juan, PR 00918 (SCHEDULE 13G, 2026-04-28).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-27First Trust Portfolios L.P.5.86%SCHEDULE 13G
2026-04-28Vanguard Capital Management5.24%SCHEDULE 13G
2026-04-28Vanguard Portfolio Management7.4%SCHEDULE 13G

Park National Corp

At 5% or more3
Filings4
Latest filing2026-04-29

Park National Corp has 4 Schedule 13D or 13G filings on record since 2025-07-18. 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
BlackRock, Inc.13%2,097,447SCHEDULE 13G/A, 2025-07-182025-06-30
Park National Bank, Trustee By: Amber L Cummins, AVP and Trust Officer7.8%1,253,581SCHEDULE 13G/A, 2026-02-172025-12-31
Vanguard Portfolio Management5.39%975,031SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.2,058,79702,097,4470SCHEDULE 13G/A, 2025-07-18
Park National Bank, Trustee By: Amber L Cummins, AVP and Trust Officer1,253,5810307,6800SCHEDULE 13G/A, 2026-02-17
Vanguard Portfolio Management5,7030975,0310SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Park National Corp by CUSIP 700658107 and gives its principal executive office as 50 North 3rd Street, PO Box 3500, Newark, OH 43055 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.13%SCHEDULE 13G/A
2026-02-17Park National Bank, Trustee By: Amber L Cummins, AVP and Trust Officer7.8%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.39%SCHEDULE 13G
DateRecordFigureOur pageSource
April 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
February 1, 2026Acquired First Citizens—AcquisitionSource

Peapack Gladstone Financial Corp

At 5% or more2
Filings5
Latest filing2026-04-27

Peapack Gladstone Financial Corp has 5 Schedule 13D or 13G filings on record since 2025-07-15. 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.6.6%1,162,411SCHEDULE 13G/A, 2026-04-272026-03-31
Dimensional Fund Advisors LP6.1%1,078,477SCHEDULE 13G/A, 2025-07-152025-06-30
Wellington Management Group LLP3.8%674,003SCHEDULE 13G/A, 2026-02-102025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.1,143,32301,162,4110SCHEDULE 13G/A, 2026-04-27
Wellington Management Group LLP0542,9100674,003SCHEDULE 13G/A, 2026-02-10
Wellington Group Holdings LLP0542,9100674,003SCHEDULE 13G/A, 2026-02-10
Wellington Investment Advisors Holdings LLP0542,9100674,003SCHEDULE 13G/A, 2026-02-10
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Peapack Gladstone Financial Corp by CUSIP 704699107 and gives its principal executive office as 500 Hills Drive, Suite 300, BEDMINSTER, NJ 07921 (SCHEDULE 13G/A, 2026-04-27).

FiledHolderPercentFiling
2025-07-15Dimensional Fund Advisors LP6.1%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP6.5%SCHEDULE 13G
2026-02-10Wellington Management Group LLP3.8%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-27BlackRock, Inc.6.6%SCHEDULE 13G/A

PNC Financial Services Group Inc

At 5% or more1
Filings2
Latest filing2026-04-30

PNC Financial Services Group Inc has 2 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Capital Management7.5%30,290,398SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management4,084,556030,290,3980SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies PNC Financial Services Group Inc by CUSIP 693475105 and gives its principal executive office as The Tower at PNC Plaza, 300 Fifth Avenue, Pittsburgh, PA 15222 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.5%SCHEDULE 13G
DateRecordFigureOur pageSource
November 5, 2026Leadership change: Alexander E. C. Overstrom appointed, Chief Financial Officer—Leadership changesSource

Regions Financial Corp

At 5% or more1
Filings4
Latest filing2026-04-30

Regions Financial Corp has 4 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
Vanguard Capital Management7.62%65,129,715SCHEDULE 13G, 2026-04-302026-03-31
Wellington Management Group LLP4.7%41,867,400SCHEDULE 13G/A, 2025-11-122025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management8,964,915065,129,7150SCHEDULE 13G, 2026-04-30
Wellington Management Group LLP039,902,227041,867,400SCHEDULE 13G/A, 2025-11-12
Wellington Group Holdings LLP039,902,227041,867,400SCHEDULE 13G/A, 2025-11-12
Wellington Investment Advisors Holdings LLP039,902,227041,867,400SCHEDULE 13G/A, 2025-11-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Regions Financial Corp by CUSIP 7591EP100 and gives its principal executive office as 1900 5th Avenue North, Birmingham, AL 35203 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP5.1%SCHEDULE 13G
2025-11-12Wellington Management Group LLP4.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.62%SCHEDULE 13G

ServisFirst Bancshares Inc

At 5% or more3
Filings5
Latest filing2026-10-30

ServisFirst Bancshares Inc has 5 Schedule 13D or 13G filings on record since 2025-07-18. 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
BlackRock, Inc.13.4%7,311,530SCHEDULE 13G/A, 2025-07-182025-06-30
Vanguard Portfolio Management6.25%3,416,048SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5%5,471,305SCHEDULE 13G, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.7,221,01707,311,5300SCHEDULE 13G/A, 2025-07-18
Vanguard Portfolio Management44,86403,416,0480SCHEDULE 13G, 2026-04-29
Vanguard Capital Management812,62305,471,3050SCHEDULE 13G, 2026-10-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies ServisFirst Bancshares Inc by CUSIP 81768T108 and gives its principal executive office as 2500 Woodcrest Place, Birmingham, AL 35209 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.13.4%SCHEDULE 13G/A
2026-01-30The Vanguard Group11.13%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.25%SCHEDULE 13G
2026-10-30Vanguard Capital Management5%SCHEDULE 13G

Shore Bancshares Inc

At 5% or more2
Filings4
Latest filing2026-04-09

Shore Bancshares Inc has 4 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
BlackRock, Inc.7.3%2,425,534SCHEDULE 13G/A, 2026-02-062025-03-31
Dimensional Fund Advisors LP5%1,683,403SCHEDULE 13G, 2026-04-092026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.2,390,86602,425,5340SCHEDULE 13G/A, 2026-02-06
Dimensional Fund Advisors LP1,648,57801,683,4030SCHEDULE 13G, 2026-04-09
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Shore Bancshares Inc by CUSIP 825107105 and gives its principal executive office as 28969 Information Lane, Easton (SCHEDULE 13G, 2026-04-09).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5.19%SCHEDULE 13G
2026-02-06BlackRock, Inc.7.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP5%SCHEDULE 13G

Simmons First National Corp

At 5% or more3
Filings6
Latest filing2026-04-30

Simmons First National Corp has 6 Schedule 13D or 13G filings on record since 2025-08-11. 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.

Layoffs on record: about 100 jobs, latest 2026-09-03 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management6.15%8,914,004SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.27%7,643,475SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation5.2%7,569,943SCHEDULE 13G, 2026-02-092025-12-31
Dimensional Fund Advisors LP4.3%6,245,676SCHEDULE 13G/A, 2026-04-092026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management107,10808,914,0040SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,097,06207,643,4750SCHEDULE 13G, 2026-04-30
Dimensional Fund Advisors LP6,123,30306,245,6760SCHEDULE 13G/A, 2026-04-09
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Simmons First National Corp by CUSIP 828730200 and gives its principal executive office as 501 Main Street, PO Box 7009, Pine Bluff, AR 71601 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-11State Street Corporation4.8%SCHEDULE 13G
2026-02-09State Street Corporation5.2%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP4.3%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.15%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.27%SCHEDULE 13G
DateRecordFigureOur pageSource
May 13, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Smartfinancial Inc.

At 5% or more1
Filings2
Latest filing2026-04-27

Smartfinancial Inc. has 2 Schedule 13D or 13G filings on record since 2026-01-14. 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.6%1,029,869SCHEDULE 13G/A, 2026-04-272026-03-31
Lehman Kenneth R4.2%684,776SCHEDULE 13G/A, 2026-01-142025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.1,013,56401,029,8690SCHEDULE 13G/A, 2026-04-27
Lehman Kenneth R684,7760684,7760SCHEDULE 13G/A, 2026-01-14

The latest filing identifies Smartfinancial Inc. by CUSIP 83190L208 and gives its principal executive office as 5401 KINGSTON PIKE SUITE 600, KNOXVILLE, TN 37919 (SCHEDULE 13G/A, 2026-04-27).

FiledHolderPercentFiling
2026-01-14Lehman Kenneth R4.2%SCHEDULE 13G/A
2026-04-27BlackRock, Inc.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
March 31, 2026Leadership change: Cynthia A. Cain appointed, Chief Operating Officer—Leadership changesSource

Southstate Bank Corp

At 5% or more4
Filings5
Latest filing2026-04-30

Southstate Bank Corp has 5 Schedule 13D or 13G filings on record since 2025-07-17. 4 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.8.8%8,953,084SCHEDULE 13G/A, 2025-07-172025-06-30
Vanguard Portfolio Management6.34%6,224,860SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.26%5,164,709SCHEDULE 13G, 2026-04-302026-03-31
Dimensional Fund Advisors LP5%4,934,851SCHEDULE 13G, 2026-04-092026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management16,86206,224,8600SCHEDULE 13G, 2026-04-29
Vanguard Capital Management761,03705,164,7090SCHEDULE 13G, 2026-04-30
Dimensional Fund Advisors LP4,847,48504,934,8510SCHEDULE 13G, 2026-04-09
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Southstate Bank Corp by CUSIP 84472E102 and gives its principal executive office as 1101 1st St S, Suite 202, Winter Haven, FL 33880 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.8.8%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP5%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.34%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.26%SCHEDULE 13G
DateRecordFigureOur pageSource
July 13, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Steele Bancorp Inc

At 5% or more1
Filings1
Latest filing2026-04-30

Steele Bancorp Inc has 1 Schedule 13D or 13G filing on record since 2026-04-30. 1 holder's latest filing reports 5% or more of common stock, $1.00 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Steele John Donald Jr.11.9%406,630SCHEDULE 13D, 2026-04-302026-04-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Steele John Donald Jr.406,6300406,6300SCHEDULE 13D, 2026-04-30

The latest filing identifies Steele Bancorp Inc by CUSIP 857937106 and gives its principal executive office as 250 E. CHESTNUT STREET, MIFFLINBURG, PA 17844 (SCHEDULE 13D, 2026-04-30).

Shares acquired in exchange for shares of Northumberland Bancorp ("Northumberland") in connection with the merger of Northumberland with and into the Issuer.Steele John Donald Jr., SCHEDULE 13D, 2026-04-30

Steele John Donald Jr.

See, response to Item 3(a)Item 4 of the SCHEDULE 13D filed 2026-04-30
FiledHolderPercentFiling
2026-04-30Steele John Donald Jr.11.9%SCHEDULE 13D
DateRecordFigureOur pageSource
August 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Tompkins Financial Corp

At 5% or more2
Filings3
Latest filing2026-04-29

Tompkins Financial Corp has 3 Schedule 13D or 13G filings on record since 2025-11-10. 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
State Street Corporation8.4%1,214,293SCHEDULE 13G, 2025-11-102025-09-30
Vanguard Portfolio Management5.26%759,185SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
State Street Corporation088,61301,214,293SCHEDULE 13G, 2025-11-10
State Street Global Advisors Trust Company074,0800917,001SCHEDULE 13G, 2025-11-10
Vanguard Portfolio Management5,1860759,1850SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Tompkins Financial Corp by CUSIP 890110109 and gives its principal executive office as The Commons, PO Box 460, Ithaca, NY 14851 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2025-11-10State Street Corporation8.4%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.26%SCHEDULE 13G

Trico Bancshares

At 5% or more1
Filings5
Latest filing2026-11-05

Trico Bancshares has 5 Schedule 13D or 13G filings on record since 2025-08-05. 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
Franklin Resources, Inc.5.1%1,649,900SCHEDULE 13G, 2026-04-292026-03-31
Franklin Mutual Advisers, LLC4.97%1,616,458SCHEDULE 13G/A, 2026-01-292025-12-31
Fmr LLC2.6%824,425SCHEDULE 13G/A, 2026-11-052026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Franklin Resources, Inc.1,548,89501,649,9000SCHEDULE 13G, 2026-04-29
Charles B. Johnson0000SCHEDULE 13G, 2026-04-29
Rupert H. Johnson, Jr.0000SCHEDULE 13G, 2026-04-29
Franklin Mutual Advisers LLC1,528,12201,629,1270SCHEDULE 13G, 2026-04-29
Franklin Mutual Advisers, LLC1,528,12201,616,4580SCHEDULE 13G/A, 2026-01-29
Fmr LLC824,3050824,4250SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson00824,4250SCHEDULE 13G/A, 2026-11-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Trico Bancshares by CUSIP 896095106 and gives its principal executive office as 63 Constitution Drive, Chico, CA 95973 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-08-05Franklin Mutual Advisers, LLC5.2%SCHEDULE 13G
2026-01-29Franklin Mutual Advisers, LLC4.97%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Franklin Resources, Inc.5.1%SCHEDULE 13G
2026-11-05Fmr LLC2.6%SCHEDULE 13G/A

United Bankshares Inc

At 5% or more2
Filings3
Latest filing2026-04-30

United Bankshares Inc has 3 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Capital Management5.32%7,425,788SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.26%7,339,336SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,080,89807,425,7880SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management61,79807,339,3360SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies United Bankshares Inc by CUSIP 909907107 and gives its principal executive office as 300 United Center, 500 Virginia Street, Charleston, WV 25301 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.26%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.32%SCHEDULE 13G

US Bancorp

At 5% or more1
Filings2
Latest filing2026-04-30

US Bancorp has 2 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Capital Management7.52%116,747,179SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management15,862,7740116,747,1790SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies US Bancorp by CUSIP 902973304 and gives its principal executive office as 800 Nicollet Mall, Minneapolis, MN 55402 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.52%SCHEDULE 13G
DateRecordFigureOur pageSource
October 29, 2026Leadership change: Jodi L. Richard departs, Chief Risk Officer—Leadership changesSource

Wells Fargo & Company

At 5% or more1
Filings3
Latest filing2026-11-05

Wells Fargo & Company has 3 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Capital Management7.5%231,650,665SCHEDULE 13G, 2026-04-302026-03-31
Fmr LLC4.7%141,551,871SCHEDULE 13G/A, 2026-11-052026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management30,888,2630231,650,6650SCHEDULE 13G, 2026-04-30
Fmr LLC102,814,0070141,551,8710SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson00141,551,8710SCHEDULE 13G/A, 2026-11-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Wells Fargo & Company by CUSIP 949746101 and gives its principal executive office as 333 MARKET STREET, SAN FRANCISCO, CA 94105 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.5%SCHEDULE 13G
2026-11-05Fmr LLC4.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Wintrust Financial Corp

At 5% or more3
Filings5
Latest filing2026-11-05

Wintrust Financial Corp has 5 Schedule 13D or 13G filings on record since 2025-08-06. 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
Fmr LLC7%4,735,466SCHEDULE 13G/A, 2026-11-052026-09-30
Vanguard Portfolio Management5.36%3,605,860SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.26%3,542,596SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC4,720,81804,735,4660SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson004,735,4660SCHEDULE 13G/A, 2026-11-05
Vanguard Portfolio Management18,98703,605,8600SCHEDULE 13G, 2026-04-29
Vanguard Capital Management516,83203,542,5960SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Wintrust Financial Corp by CUSIP 97650W108 and gives its principal executive office as 9700 WEST HIGGINS ROAD, 8TH FLOOR, ROSEMONT, IL 60018 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-08-06Fmr LLC8.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.36%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.26%SCHEDULE 13G
2026-11-05Fmr LLC7%SCHEDULE 13G/A

WSFS Financial Corp

At 5% or more2
Filings3
Latest filing2026-04-30

WSFS Financial Corp has 3 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Portfolio Management6.23%3,287,307SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.27%2,780,059SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management29,48503,287,3070SCHEDULE 13G, 2026-04-29
Vanguard Capital Management412,07002,780,0590SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies WSFS Financial Corp by CUSIP 929328102 and gives its principal executive office as 500 Delaware Avenue, Wilmington, DE 19801 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.23%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.27%SCHEDULE 13G
DateRecordFigureOur pageSource
October 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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.