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

22 companies with 5%+ holders, every filing linked: Bank of Marin Bancorp, Blue Ridge Bankshares, Inc., Connectone Bancorp Inc, East West Bancorp, Inc., First Bancorp/Southern Pines Nc, First Financial Bancorp 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 (industry group 60), latest filing in May 2026), each linked to its filing, starting with Bank of Marin Bancorp, Blue Ridge Bankshares, Inc., Connectone Bancorp Inc. Free check on any of them: https://mentionfox.com/check

On this page

Bank of Marin Bancorp

At 5% or more1
Filings4
Latest filing2026-05-15

Bank of Marin Bancorp has 4 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.6.8%1,102,191SCHEDULE 13G/A, 2025-10-172025-09-30
Wellington Management Group LLP3.9%632,000SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.1,074,30401,102,1910SCHEDULE 13G/A, 2025-10-17
Wellington Management Group LLP0632,0000632,000SCHEDULE 13G/A, 2026-05-15
Wellington Group Holdings LLP0632,0000632,000SCHEDULE 13G/A, 2026-05-15
Wellington Investment Advisors Holdings LLP0632,0000632,000SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Bank of Marin Bancorp by CUSIP 063425102 and gives its principal executive office as 504 Redwood Blvd, Suite 100, Novato (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.6.8%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP5.9%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Wellington Management Group LLP3.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 2, 2026Leadership change: Susan Ramirez appointed, Principal Accounting Officer—Leadership changesSource

Blue Ridge Bankshares, Inc.

At 5% or more2
Filings4
Latest filing2026-05-15

Blue Ridge Bankshares, Inc. has 4 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common stock, no par value ("common stock"). Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Wellington Management Group LLP7.3%6,652,150SCHEDULE 13G, 2026-02-102025-12-31
AllianceBernstein L.P.5%4,528,592SCHEDULE 13G/A, 2025-08-132025-06-30
Azora Capital LP3%2,703,441SCHEDULE 13G/A, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP04,124,49006,652,150SCHEDULE 13G, 2026-02-10
Wellington Group Holdings LLP04,124,49006,652,150SCHEDULE 13G, 2026-02-10
Wellington Investment Advisors Holdings LLP04,124,49006,652,150SCHEDULE 13G, 2026-02-10
Wellington Management Company LLP03,998,00305,722,659SCHEDULE 13G, 2026-02-10
AllianceBernstein L.P.4,528,59204,528,5920SCHEDULE 13G/A, 2025-08-13
Azora Capital LP02,703,44102,703,441SCHEDULE 13G/A, 2026-05-15
Azora Capital GP LLC02,703,44102,703,441SCHEDULE 13G/A, 2026-05-15
Ravi Chopra02,703,44102,703,441SCHEDULE 13G/A, 2026-05-15

The latest filing identifies Blue Ridge Bankshares, Inc. by CUSIP 095825105 and gives its principal executive office as 1801 Bayberry Court, Suite 101, Richmond, VA 23226 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-08-13AllianceBernstein L.P.5%SCHEDULE 13G/A
2026-02-10Wellington Management Group LLP7.3%SCHEDULE 13G
2026-02-17Azora Capital LP5.4%SCHEDULE 13G
2026-05-15Azora Capital LP3%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 20, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Connectone Bancorp Inc

At 5% or more2
Filings5
Latest filing2026-05-06

Connectone Bancorp Inc has 5 Schedule 13D or 13G filings on record since 2025-08-06. 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 LLP5.7%2,882,584SCHEDULE 13G, 2025-11-122025-09-30
Vanguard Capital Management5%2,515,368SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC4.7%2,341,916SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP02,882,58402,882,584SCHEDULE 13G, 2025-11-12
Wellington Group Holdings LLP02,882,58402,882,584SCHEDULE 13G, 2025-11-12
Wellington Investment Advisors Holdings LLP02,882,58402,882,584SCHEDULE 13G, 2025-11-12
Wellington Management Company LLP02,882,58402,882,584SCHEDULE 13G, 2025-11-12
Vanguard Capital Management369,38202,515,3680SCHEDULE 13G, 2026-04-29
Fmr LLC2,339,65502,341,9160SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson002,341,9160SCHEDULE 13G/A, 2026-05-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Connectone Bancorp Inc by CUSIP 20786W107 and gives its principal executive office as 301 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ 07632 (SCHEDULE 13G/A, 2026-05-06).

FiledHolderPercentFiling
2025-08-06Fmr LLC6.4%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP5.7%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5%SCHEDULE 13G
2026-05-06Fmr LLC4.7%SCHEDULE 13G/A

East West Bancorp, Inc.

At 5% or more2
Filings5
Latest filing2026-05-14

East West Bancorp, Inc. has 5 Schedule 13D or 13G filings on record since 2025-08-07. 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
Invesco Ltd.6.7%9,248,838SCHEDULE 13G/A, 2026-02-122025-12-31
Vanguard Capital Management5.24%7,215,297SCHEDULE 13G, 2026-04-292026-03-31
Capital International Investors2.2%3,020,726SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Invesco Ltd.9,160,69409,248,8380SCHEDULE 13G/A, 2026-02-12
Vanguard Capital Management1,051,54407,215,2970SCHEDULE 13G, 2026-04-29
Capital International Investors3,018,70303,020,7260SCHEDULE 13G/A, 2026-05-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies East West Bancorp, Inc. by CUSIP 27579R104 and gives its principal executive office as 135 N. Los Robles Ave., 7Th Floor, Pasadena (SCHEDULE 13G/A, 2026-05-14).

FiledHolderPercentFiling
2025-08-07Invesco Ltd.7.8%SCHEDULE 13G/A
2026-02-12Invesco Ltd.6.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.24%SCHEDULE 13G
2026-05-14Capital International Investors2.2%SCHEDULE 13G/A

First Bancorp/Southern Pines Nc

At 5% or more3
Filings7
Latest filing2026-05-12

First Bancorp/Southern Pines Nc has 7 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
Fmr LLC8.8%3,640,136SCHEDULE 13G/A, 2026-05-062026-03-31
Vanguard Capital Management5.01%2,076,036SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5%2,074,716SCHEDULE 13G, 2026-05-122026-03-31
Dimensional Fund Advisors LP4.8%1,986,640SCHEDULE 13G/A, 2025-10-092025-09-30
Franklin Mutual Advisers, LLC4.1%1,711,562SCHEDULE 13G/A, 2026-01-292025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC3,629,39303,640,1360SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson003,640,1360SCHEDULE 13G/A, 2026-05-06
Vanguard Capital Management303,85202,076,0360SCHEDULE 13G, 2026-04-29
State Street Corporation0291,07702,074,716SCHEDULE 13G, 2026-05-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Bancorp/Southern Pines Nc by CUSIP 318910106 and gives its principal executive office as 300 SOUTHWEST MAIN STREET, SOUTHERN PINES, NC 28387 (SCHEDULE 13G, 2026-05-12).

FiledHolderPercentFiling
2025-10-09Dimensional Fund Advisors LP4.8%SCHEDULE 13G/A
2025-11-05Fmr LLC6.7%SCHEDULE 13G
2026-01-29Franklin Mutual Advisers, LLC4.1%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.01%SCHEDULE 13G
2026-05-06Fmr LLC8.8%SCHEDULE 13G/A
2026-05-12State Street Corporation5%SCHEDULE 13G
DateRecordFigureOur pageSource
April 28, 2026Leadership change: Kate Nevin appointed—Leadership changesSource

First Financial Bancorp

At 5% or more4
Filings8
Latest filing2026-05-12

First Financial Bancorp has 8 Schedule 13D or 13G filings on record since 2025-08-11. 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 Management6.04%6,322,876SCHEDULE 13G, 2026-04-292026-03-31
Nomura Asset Management International Inc.6%5,894,326SCHEDULE 13G, 2026-02-172025-12-31
State Street Corporation5.3%5,525,153SCHEDULE 13G, 2026-05-122026-03-31
Vanguard Capital Management5.03%5,261,371SCHEDULE 13G, 2026-04-292026-03-31
Macquarie Group Limited0%0SCHEDULE 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 Portfolio Management61,60706,322,8760SCHEDULE 13G, 2026-04-29
State Street Corporation0714,23105,525,153SCHEDULE 13G, 2026-05-12
Vanguard Capital Management776,97705,261,3710SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Financial Bancorp by CUSIP 320209109 and gives its principal executive office as 255 EAST FIFTH STREET SUITE 2900, CINCINNATI, OH 45202 (SCHEDULE 13G, 2026-05-12).

FiledHolderPercentFiling
2025-08-11State Street Corporation4.7%SCHEDULE 13G
2025-11-13Macquarie Group Limited6.08%SCHEDULE 13G
2026-02-13Macquarie Group Limited0%SCHEDULE 13G/A
2026-02-17Nomura Asset Management International Inc.6%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.03%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.04%SCHEDULE 13G
2026-05-12State Street Corporation5.3%SCHEDULE 13G
DateRecordFigureOur pageSource
October 28, 2026Leadership change: Timothy A. Massa appointed, Director—Leadership changesSource
September 15, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

First Hawaiian Inc

At 5% or more4
Filings10
Latest filing2026-05-12

First Hawaiian Inc has 10 Schedule 13D or 13G filings on record since 2025-08-13. 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 Management7.04%8,655,689SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.3%6,487,924SCHEDULE 13G, 2026-05-122026-03-31
Vanguard Capital Management5.24%6,441,820SCHEDULE 13G, 2026-04-292026-03-31
Dimensional Fund Advisors LP5.2%6,380,268SCHEDULE 13G, 2026-01-212025-12-31
Manulife Investment Management (Us) LLC4.6%5,694,650SCHEDULE 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 Portfolio Management38,08308,655,6890SCHEDULE 13G, 2026-04-29
State Street Corporation0806,70006,487,924SCHEDULE 13G, 2026-05-12
Vanguard Capital Management942,77106,441,8200SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Hawaiian Inc by CUSIP 32051X108 and gives its principal executive office as 999 BISHOP STREET 29TH FLOOR, HONOLULU, HI 96813 (SCHEDULE 13G, 2026-05-12).

FiledHolderPercentFiling
2025-08-13Manulife Investment Management (US) LLC7.98%SCHEDULE 13G/A
2025-11-10State Street Corporation5.1%SCHEDULE 13G
2025-11-14Manulife Investment Management (US) LLC6.13%SCHEDULE 13G/A
2026-01-21Dimensional Fund Advisors LP5.2%SCHEDULE 13G
2026-02-09State Street Corporation4.9%SCHEDULE 13G
2026-02-13Manulife Investment Management (Us) LLC4.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.24%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management7.04%SCHEDULE 13G
2026-05-12State Street Corporation5.3%SCHEDULE 13G

First Northwest Bancorp

At 5% or more1
Filings3
Latest filing2026-05-06

First Northwest Bancorp has 3 Schedule 13D or 13G filings on record since 2025-11-04. 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
Fmr LLC5%471,129SCHEDULE 13G/A, 2026-05-062026-03-31
Private Capital Management, LLC4.49%423,245SCHEDULE 13G/A, 2025-11-042025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC471,1290471,1290SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson00471,1290SCHEDULE 13G/A, 2026-05-06
Private Capital Management, LLC149,312273,933149,312273,933SCHEDULE 13G/A, 2025-11-04

The latest filing identifies First Northwest Bancorp by CUSIP 335834107 and gives its principal executive office as 105 WEST 8TH STREET, PORT ANGELES, WA 98362 (SCHEDULE 13G/A, 2026-05-06).

FiledHolderPercentFiling
2025-11-04Private Capital Management, LLC4.49%SCHEDULE 13G/A
2026-02-05Fmr LLC7.9%SCHEDULE 13G/A
2026-05-06Fmr LLC5%SCHEDULE 13G/A

Hanmi Financial Corp

At 5% or more2
Filings6
Latest filing2026-05-12

Hanmi Financial Corp has 6 Schedule 13D or 13G filings on record since 2025-08-06. 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 Corporation5.2%1,540,415SCHEDULE 13G, 2026-05-122026-03-31
Vanguard Capital Management5.11%1,527,958SCHEDULE 13G, 2026-04-302026-03-31
Fmr LLC1.9%571,401SCHEDULE 13G/A, 2026-02-052025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
State Street Corporation0222,85001,540,415SCHEDULE 13G, 2026-05-12
Vanguard Capital Management220,41001,527,9580SCHEDULE 13G, 2026-04-30
Fmr LLC564,0650571,4010SCHEDULE 13G/A, 2026-02-05
Abigail P. Johnson00571,4010SCHEDULE 13G/A, 2026-02-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Hanmi Financial Corp by CUSIP 410495204 and gives its principal executive office as 3660 WILSHIRE BLVD PENTHOUSE SUITE A, LOS ANGELES, CA 90010 (SCHEDULE 13G, 2026-05-12).

FiledHolderPercentFiling
2025-08-06Fmr LLC8%SCHEDULE 13G
2025-08-11State Street Corporation4.7%SCHEDULE 13G
2026-02-05Fmr LLC1.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.11%SCHEDULE 13G
2026-05-12State Street Corporation5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
May 28, 2026Leadership change: Gideon Yu departs, Director—Leadership changesSource

Huntington Bancshares Incorporated

At 5% or more3
Filings6
Latest filing2026-05-15

Huntington Bancshares Incorporated has 6 Schedule 13D or 13G filings on record since 2026-02-06. 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
BlackRock, Inc.8.1%164,371,297SCHEDULE 13G/A, 2026-04-242026-03-31
Vanguard Capital Management7.48%152,448,158SCHEDULE 13G, 2026-04-302026-03-31
Wellington Management Group LLP6.4%129,387,133SCHEDULE 13G, 2026-05-152026-03-31
State Street Corporation4.9%77,234,636SCHEDULE 13G, 2026-02-092025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.152,135,6210164,371,2970SCHEDULE 13G/A, 2026-04-24
Vanguard Capital Management20,637,3920152,448,1580SCHEDULE 13G, 2026-04-30
Wellington Management Group LLP0122,091,2360129,387,133SCHEDULE 13G, 2026-05-15
Wellington Group Holdings LLP0122,091,2360129,387,133SCHEDULE 13G, 2026-05-15
Wellington Investment Advisors Holdings LLP0122,091,2360129,387,133SCHEDULE 13G, 2026-05-15
Wellington Management Company LLP0121,114,3380122,183,632SCHEDULE 13G, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Huntington Bancshares Incorporated by CUSIP 446150104 and gives its principal executive office as The Huntington Center, 41 South High Street, Columbus (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2026-02-06BlackRock, Inc.10.1%SCHEDULE 13G/A
2026-02-09State Street Corporation4.9%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.8.1%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.48%SCHEDULE 13G
2026-05-15Wellington Management Group LLP6.4%SCHEDULE 13G
DateRecordFigureOur pageSource
September 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
September 10, 2026Leadership change: Brantley J. Standridge appointed, President—Leadership changesSource
February 1, 2026Acquired Cadence Bank—AcquisitionSource

Independent Bank Corp

At 5% or more0
Filings4
Latest filing2026-10-30

Independent Bank Corp has 4 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Capital Management4.99%1,109,144SCHEDULE 13G/A, 2026-10-302026-09-30
Fmr LLC2.7%566,153SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management171,80001,109,1440SCHEDULE 13G/A, 2026-10-30
Fmr LLC562,2650566,1530SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson00566,1530SCHEDULE 13G/A, 2026-05-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Independent Bank Corp by CUSIP 453838609 and gives its principal executive office as 4200 East Beltline, Grand Rapids, MI 49525 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.14%SCHEDULE 13G
2026-05-06Fmr LLC2.7%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management4.99%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 27, 2026Leadership change: Nathan E. Tagg appointed—Leadership changesSource

Independent Bank Corp Mich

At 5% or more1
Filings3
Latest filing2026-05-06

Independent Bank Corp Mich 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 Management5.14%1,058,810SCHEDULE 13G, 2026-04-302026-03-31
Fmr LLC2.7%566,153SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management153,61001,058,8100SCHEDULE 13G, 2026-04-30
Fmr LLC562,2650566,1530SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson00566,1530SCHEDULE 13G/A, 2026-05-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Independent Bank Corp Mich by CUSIP 453838609 and gives its principal executive office as 4200 E BELTLINE AVE, GRAND RAPIDS, MI 49525 (SCHEDULE 13G/A, 2026-05-06).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.14%SCHEDULE 13G
2026-05-06Fmr LLC2.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 27, 2026Leadership change: Nathan E. Tagg appointed—Leadership changesSource

Mercantile Bank Corporation

At 5% or more2
Filings4
Latest filing2026-05-15

Mercantile Bank Corporation 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
Wellington Management Group LLP6.9%1,189,031SCHEDULE 13G, 2026-05-152026-03-31
Dimensional Fund Advisors LP6%1,031,485SCHEDULE 13G/A, 2026-01-212025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP01,040,98401,189,031SCHEDULE 13G, 2026-05-15
Wellington Group Holdings LLP01,040,98401,189,031SCHEDULE 13G, 2026-05-15
Wellington Investment Advisors Holdings LLP01,040,98401,189,031SCHEDULE 13G, 2026-05-15
Wellington Management Company LLP01,030,35201,128,843SCHEDULE 13G, 2026-05-15
Dimensional Fund Advisors LP1,014,36901,031,4850SCHEDULE 13G/A, 2026-01-21
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Mercantile Bank Corporation by CUSIP 587376104 and gives its principal executive office as 310 Leonard Street Northwest, Grand Rapids (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2025-07-29The Vanguard Group6.4%SCHEDULE 13G/A
2026-01-21Dimensional Fund Advisors LP6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Wellington Management Group LLP6.9%SCHEDULE 13G

Natwest Group Plc

At 5% or more1
Filings2
Latest filing2026-05-14

Natwest Group Plc 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.8.7%703,259,082SCHEDULE 13G/A, 2025-10-172025-09-30
Massachusetts Financial Services Company4.6%368,918,196SCHEDULE 13G/A, 2026-05-142026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.638,718,2070703,259,0820SCHEDULE 13G/A, 2025-10-17
Massachusetts Financial Services Company340,468,1880368,918,1960SCHEDULE 13G/A, 2026-05-14

The latest filing identifies Natwest Group Plc by CUSIP 639057207 and gives its principal executive office as 250 Bishopsgate, London (SCHEDULE 13G/A, 2026-05-14).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.8.7%SCHEDULE 13G/A
2026-05-14Massachusetts Financial Services Company4.6%SCHEDULE 13G/A

NB Bancorp, Inc.

At 5% or more2
Filings7
Latest filing2026-05-15

NB Bancorp, Inc. has 7 Schedule 13D or 13G filings on record since 2025-07-29. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Needham Bank Employee Stock Ownership Plan Trust7.5%3,416,458SCHEDULE 13G, 2026-02-132025-12-31
BlackRock, Inc.6.7%2,663,833SCHEDULE 13G/A, 2025-10-172025-09-30
Pertento Partners LLP4.6%2,049,614SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Needham Bank Employee Stock Ownership Plan Trust3,074,812341,6463,416,4580SCHEDULE 13G, 2026-02-13
Pertento Partners LLP02,049,61402,049,614SCHEDULE 13G/A, 2026-05-15
Pertento Advisors LLC02,049,61402,049,614SCHEDULE 13G/A, 2026-05-15
Eduardo Marques02,049,61402,049,614SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies NB Bancorp, Inc. by CUSIP 63945M107 and gives its principal executive office as 1063 Great Plain Avenue, Needham, MA 02492 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-07-29The Vanguard Group4.88%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.6.7%SCHEDULE 13G/A
2025-12-05Pertento Partners LLP5.1%SCHEDULE 13G/A
2026-01-30The Vanguard Group5.02%SCHEDULE 13G
2026-02-13Needham Bank Employee Stock Ownership Plan Trust7.5%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Pertento Partners LLP4.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
April 22, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
November 15, 2025Acquired Provident Bancorp, Inc.—AcquisitionSource

Provident Financial Services, Inc.

At 5% or more2
Filings5
Latest filing2026-05-15

Provident Financial Services, Inc. has 5 Schedule 13D or 13G filings on record since 2026-02-10. 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
Vanguard Portfolio Management6.24%8,168,133SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.03%6,579,666SCHEDULE 13G, 2026-04-302026-03-31
Wellington Management Group LLP4.4%5,786,655SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management103,42308,168,1330SCHEDULE 13G, 2026-04-29
Vanguard Capital Management970,73206,579,6660SCHEDULE 13G, 2026-04-30
Wellington Management Group LLP05,786,65505,786,655SCHEDULE 13G/A, 2026-05-15
Wellington Group Holdings LLP05,786,65505,786,655SCHEDULE 13G/A, 2026-05-15
Wellington Investment Advisors Holdings LLP05,786,65505,786,655SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Provident Financial Services, Inc. by CUSIP 74386T105 and gives its principal executive office as 830 Bergen Avenue, Jersey City (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2026-02-10Wellington Management Group LLP5.1%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.24%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.03%SCHEDULE 13G
2026-05-15Wellington Management Group LLP4.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 4, 2026Leadership change: Michael E. Regan appointed, and 1 more—Leadership changesSource
June 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
May 26, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Qcr Holdings Inc

At 5% or more1
Filings4
Latest filing2026-11-05

Qcr Holdings Inc has 4 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 Management5.06%829,310SCHEDULE 13G, 2026-10-302026-09-30
Fmr LLC3.7%601,040SCHEDULE 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 Management123,5210829,3100SCHEDULE 13G, 2026-10-30
Fmr LLC600,8540601,0400SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson00601,0400SCHEDULE 13G/A, 2026-11-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Qcr Holdings Inc by CUSIP 74727A104 and gives its principal executive office as 3551 7TH STREET, MOLINE, IL 61265 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-06Fmr LLC5.5%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management5.06%SCHEDULE 13G
2026-11-05Fmr LLC3.7%SCHEDULE 13G/A

Southern Michigan Bancorp Inc

At 5% or more1
Filings1
Latest filing2026-05-15

Southern Michigan Bancorp Inc has 1 Schedule 13D or 13G filing on record since 2026-05-15. 1 holder's latest filing reports 5% or more of common stock, par value $2.50 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fourthstone LLC5.52%255,327SCHEDULE 13G, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fourthstone LLC0255,3270255,327SCHEDULE 13G, 2026-05-15
Fourthstone Master Opportunity Fund Ltd0197,3260197,326SCHEDULE 13G, 2026-05-15
Fourthstone GP LLC058,001058,001SCHEDULE 13G, 2026-05-15
Fourthstone QP Opportunity Fund LP054,414054,414SCHEDULE 13G, 2026-05-15
Fourthstone Small-Cap Financials Fund LP03,58703,587SCHEDULE 13G, 2026-05-15
L. Phillip Stone, IV0255,3270255,327SCHEDULE 13G, 2026-05-15

The latest filing identifies Southern Michigan Bancorp Inc by CUSIP 84336P103 and gives its principal executive office as 51 West Pearl Street, Coldwater, MI 49036 (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2026-05-15Fourthstone LLC5.52%SCHEDULE 13G

Texas Capital Bancshares Inc

At 5% or more2
Filings4
Latest filing2026-05-14

Texas Capital Bancshares Inc has 4 Schedule 13D or 13G filings on record since 2025-08-14. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
AQR Capital Management, LLC5.53%2,445,112SCHEDULE 13G, 2026-05-142026-03-31
Vanguard Capital Management5.23%2,316,423SCHEDULE 13G, 2026-04-302026-03-31
North Reef Capital Management LP4.3%1,984,977SCHEDULE 13G/A, 2025-08-142025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AQR Capital Management, LLC02,342,96602,445,112SCHEDULE 13G, 2026-05-14
AQR Capital Management Holdings, LLC02,342,96602,445,112SCHEDULE 13G, 2026-05-14
Vanguard Capital Management338,37002,316,4230SCHEDULE 13G, 2026-04-30
North Reef Capital Management LP01,984,97701,984,977SCHEDULE 13G/A, 2025-08-14
North Reef Capital Management GP LLC01,984,97701,984,977SCHEDULE 13G/A, 2025-08-14
James H. Hanna, III01,984,97701,984,977SCHEDULE 13G/A, 2025-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Texas Capital Bancshares Inc by CUSIP 88224Q107 and gives its principal executive office as 2000 MCKINNEY AVE, SUITE 700, DALLAS, TX 75201 (SCHEDULE 13G, 2026-05-14).

FiledHolderPercentFiling
2025-08-14North Reef Capital Management LP4.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.23%SCHEDULE 13G
2026-05-14AQR Capital Management, LLC5.53%SCHEDULE 13G
DateRecordFigureOur pageSource
September 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 23, 2026Leadership change: John Cummings appointed, Chief Operating Officer—Leadership changesSource

Truist Financial Corp.

At 5% or more2
Filings3
Latest filing2026-05-14

Truist 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 Capital Management7.6%94,385,453SCHEDULE 13G, 2026-04-302026-03-31
Capital International Investors7%86,464,560SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management12,889,045094,385,4530SCHEDULE 13G, 2026-04-30
Capital International Investors84,518,931086,464,5600SCHEDULE 13G/A, 2026-05-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Truist Financial Corp. by CUSIP 89832Q109 and gives its principal executive office as 214 North Tryon Street, Charlotte (SCHEDULE 13G/A, 2026-05-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.6%SCHEDULE 13G
2026-05-14Capital International Investors7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 15, 2026Leadership change: Michael P. Lyons appointed, President—Leadership changesSource
June 8, 2026Leadership change: Catherine P. Bessant appointed, Director—Leadership changesSource

Virginia National Bankshares Corporation

At 5% or more1
Filings2
Latest filing2026-05-15

Virginia National Bankshares Corporation 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
Jonah Marcus5.5%298,750SCHEDULE 13G, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Endeavour Capital Advisors Inc.0288,8280288,828SCHEDULE 13G, 2026-05-15
Laurence M. Austin0288,8280288,828SCHEDULE 13G, 2026-05-15
Mitchell J. Katz0288,8280288,828SCHEDULE 13G, 2026-05-15
Jonah Marcus9,922288,8289,922288,828SCHEDULE 13G, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Virginia National Bankshares Corporation by CUSIP 928031103 and gives its principal executive office as 404 People Place, Charlottesville, VA 22911 (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Jonah Marcus5.5%SCHEDULE 13G

Webster Financial Corp

At 5% or more1
Filings3
Latest filing2026-05-06

Webster Financial Corp 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 Management5.27%8,500,523SCHEDULE 13G, 2026-04-302026-03-31
Fmr LLC1.3%2,157,071SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,237,81608,500,5230SCHEDULE 13G, 2026-04-30
Fmr LLC2,101,13602,157,0710SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson002,157,0710SCHEDULE 13G/A, 2026-05-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Webster Financial Corp by CUSIP 947890109 and gives its principal executive office as 200 ELM STREET, STAMFORD, CT 06902 (SCHEDULE 13G/A, 2026-05-06).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.27%SCHEDULE 13G
2026-05-06Fmr LLC1.3%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 20, 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.