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5%+ stakes

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

66 companies with 5%+ holders, every filing linked: Affinity Bancshares, Inc., Ameris Bancorp, Ames National Corporation, Axos Financial Inc, Bank of Hawaii Corp, Bank Of The James Financial Group Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

66 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 60), latest filing in August 2026), each linked to its filing, starting with Affinity Bancshares, Inc., Ameris Bancorp, Ames National Corporation. Free check on any of them: https://mentionfox.com/check

On this page

Affinity Bancshares, Inc.

At 5% or more2
Filings5
Latest filing2026-08-06

Affinity Bancshares, Inc. has 5 Schedule 13D or 13G filings on record since 2025-10-30. 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
AllianceBernstein L.P.9.8%598,619SCHEDULE 13G/A, 2026-05-182026-03-31
Affinity Bank Employee Stock Ownership Plan Trust8.9%545,613SCHEDULE 13G/A, 2026-02-062025-12-31
The Vanguard Group2.41%151,815SCHEDULE 13G/A, 2025-10-302025-09-30
Kenneth R. Lehman0%0SCHEDULE 13G/A, 2026-08-062026-08-01
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.598,6190598,6190SCHEDULE 13G/A, 2026-05-18
Affinity Bank Employee Stock Ownership Plan Trust356,952188,661545,6130SCHEDULE 13G/A, 2026-02-06
Kenneth R. Lehman0000SCHEDULE 13G/A, 2026-08-06

The latest filing identifies Affinity Bancshares, Inc. by CUSIP 00832E103 and gives its principal executive office as 3175 Highway 278, Covington, GA 30014 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-10-30The Vanguard Group2.41%SCHEDULE 13G/A
2025-11-14AllianceBernstein L.P.8.7%SCHEDULE 13G/A
2026-02-06Affinity Bank Employee Stock Ownership Plan Trust8.9%SCHEDULE 13G/A
2026-05-18AllianceBernstein L.P.9.8%SCHEDULE 13G/A
2026-08-06Kenneth R. Lehman0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
March 31, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Ameris Bancorp

At 5% or more4
Filings8
Latest filing2026-08-14

Ameris Bancorp has 8 Schedule 13D or 13G filings on record since 2025-07-18. 4 holders' latest filing reports 5% or more of common stock, par value, $1 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.13.6%9,347,196SCHEDULE 13G/A, 2025-07-182025-06-30
Vanguard Portfolio Management5.49%3,731,722SCHEDULE 13G, 2026-04-282026-03-31
State Street Corporation5.2%3,490,328SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5%3,396,633SCHEDULE 13G, 2026-04-292026-03-31
Wellington Management Group LLP4.8%3,271,948SCHEDULE 13G/A, 2025-11-122025-09-30
North Reef Capital Management LP4.06%2,732,243SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
State Street Corporation0496,33803,490,328SCHEDULE 13G, 2026-08-07
Vanguard Capital Management500,28803,396,6330SCHEDULE 13G, 2026-04-29
North Reef Capital Management LP02,732,24302,732,243SCHEDULE 13G/A, 2026-08-14
North Reef Capital Management GP LLC02,732,24302,732,243SCHEDULE 13G/A, 2026-08-14
James Hanna, III02,732,24302,732,243SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Ameris Bancorp by CUSIP 03076K108 and gives its principal executive office as 3490 Piedmont Rd N.E., Suite 1550, Atlanta, GA 303059 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.13.6%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP4.8%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.49%SCHEDULE 13G
2026-04-29Vanguard Capital Management5%SCHEDULE 13G
2026-05-15North Reef Capital Management LP5.04%SCHEDULE 13G
2026-08-07State Street Corporation5.2%SCHEDULE 13G
2026-08-14North Reef Capital Management LP4.06%SCHEDULE 13G/A

Ames National Corporation

At 5% or more1
Filings4
Latest filing2026-08-14

Ames National Corporation has 4 Schedule 13D or 13G filings on record since 2026-03-26. 1 holder's latest filing reports 5% or more of common stock, $2.00 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management5.17%458,547SCHEDULE 13G, 2026-04-292026-03-31
Fourthstone LLC0.19%16,768SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management58,3280458,5470SCHEDULE 13G, 2026-04-29
Fourthstone LLC016,768016,768SCHEDULE 13G/A, 2026-08-14
Fourthstone Master Opportunity Fund Ltd011,617011,617SCHEDULE 13G/A, 2026-08-14
Fourthstone GP LLC05,15105,151SCHEDULE 13G/A, 2026-08-14
Fourthstone QP Opportunity Fund LP03,41003,410SCHEDULE 13G/A, 2026-08-14
Fourthstone Small-Cap Financials Fund LP01,74101,741SCHEDULE 13G/A, 2026-08-14
L. Phillip Stone, IV016,768016,768SCHEDULE 13G/A, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Ames National Corporation by CUSIP 031001100 and gives its principal executive office as 323 Sixth Street, Ames, IA 50010 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.17%SCHEDULE 13G
2026-05-15Fourthstone LLC7.71%SCHEDULE 13G
2026-08-14Fourthstone LLC0.19%SCHEDULE 13G/A

Axos Financial Inc

At 5% or more3
Filings7
Latest filing2026-11-05

Axos Financial Inc has 7 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.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management5.5%3,118,098SCHEDULE 13G, 2026-04-282026-03-31
State Street Corporation5.3%3,023,908SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.09%2,886,101SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC4%2,263,874SCHEDULE 13G/A, 2026-11-052026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management27,32303,118,0980SCHEDULE 13G, 2026-04-28
State Street Corporation0449,85103,023,908SCHEDULE 13G, 2026-08-07
Vanguard Capital Management432,02702,886,1010SCHEDULE 13G, 2026-04-29
Fmr LLC2,257,53802,263,8740SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson002,263,8740SCHEDULE 13G/A, 2026-11-05

The latest filing identifies Axos Financial Inc by CUSIP 05465C100 and gives its principal executive office as 9205 WEST RUSSELL ROAD, SUITE #400, LAS VEGAS, NV 89148 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-08-11State Street Corporation4.7%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.5%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.09%SCHEDULE 13G
2026-08-06Fmr LLC5.2%SCHEDULE 13G
2026-08-07State Street Corporation5.3%SCHEDULE 13G
2026-11-05Fmr LLC4%SCHEDULE 13G/A

Bank of Hawaii Corp

At 5% or more2
Filings6
Latest filing2026-08-13

Bank of Hawaii Corp has 6 Schedule 13D or 13G filings on record since 2026-02-13. 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 Management6.42%2,552,703SCHEDULE 13G, 2026-04-282026-03-31
Vanguard Capital Management5.26%2,093,103SCHEDULE 13G, 2026-04-292026-03-31
Kayne Anderson Rudnick Investment Management, LLC4.6%1,834,566SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management29,87102,552,7030SCHEDULE 13G, 2026-04-28
Vanguard Capital Management302,37302,093,1030SCHEDULE 13G, 2026-04-29
Kayne Anderson Rudnick Investment Management, LLC1,122,422330,4341,504,132330,434SCHEDULE 13G/A, 2026-08-13

The latest filing identifies Bank of Hawaii Corp by CUSIP 062540109 and gives its principal executive office as 130 MERCHANT STREET, HONOLULU, HI 96813 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-02-13Kayne Anderson Rudnick Investment Management, LLC4.9%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management6.42%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.26%SCHEDULE 13G
2026-05-14Kayne Anderson Rudnick Investment Management, LLC5%SCHEDULE 13G/A
2026-08-13Kayne Anderson Rudnick Investment Management, LLC4.6%SCHEDULE 13G/A

Bank Of The James Financial Group Inc

At 5% or more1
Filings4
Latest filing2026-08-14

Bank Of The James Financial Group Inc has 4 Schedule 13D or 13G filings on record since 2026-02-13. 1 holder's latest filing reports 5% or more of common stock, $2.14 per share par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fourthstone LLC7.36%334,491SCHEDULE 13G/A, 2026-08-142026-06-30
Pettyjohn, Wood & White, Inc4.9%224,259SCHEDULE 13G/A, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fourthstone LLC0334,4910334,491SCHEDULE 13G/A, 2026-08-14
Fourthstone Master Opportunity Fund Ltd0257,0750257,075SCHEDULE 13G/A, 2026-08-14
Fourthstone GP LLC077,416077,416SCHEDULE 13G/A, 2026-08-14
Fourthstone QP Opportunity Fund LP070,572070,572SCHEDULE 13G/A, 2026-08-14
Fourthstone Small-Cap Financials Fund LP06,84406,844SCHEDULE 13G/A, 2026-08-14
L. Phillip Stone, IV0334,4910334,491SCHEDULE 13G/A, 2026-08-14
Pettyjohn, Wood & White, Inc224,259——224,259SCHEDULE 13G/A, 2026-05-15

The latest filing identifies Bank Of The James Financial Group Inc by CUSIP 470299108 and gives its principal executive office as 828 Main Street, Lynchburg, VA 24504 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-13Fourthstone LLC7.09%SCHEDULE 13G
2026-05-15Pettyjohn, Wood & White, Inc4.9%SCHEDULE 13G/A
2026-05-15Fourthstone LLC8.48%SCHEDULE 13G/A
2026-08-14Fourthstone LLC7.36%SCHEDULE 13G/A

Broadway Financial Corporation

At 5% or more2
Filings4
Latest filing2026-08-11

Broadway Financial Corporation has 4 Schedule 13D or 13G filings on record since 2025-12-18. 2 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
M3 Funds, LLC8.86%547,529SCHEDULE 13G/A, 2026-08-112026-06-30
Vanguard Capital Management5.54%344,245SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
M3 Funds, LLC0547,5290547,529SCHEDULE 13G/A, 2026-08-11
M3 Partners, LP0547,5290547,529SCHEDULE 13G/A, 2026-08-11
M3F, Inc.0547,5290547,529SCHEDULE 13G/A, 2026-08-11
Jason A. Stock0547,5290547,529SCHEDULE 13G/A, 2026-08-11
William C. Waller0547,5290547,529SCHEDULE 13G/A, 2026-08-11
Vanguard Capital Management30,2890344,2450SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Broadway Financial Corporation by CUSIP 111444709 and gives its principal executive office as 4601 Wilshire Boulevard, Suite 150, Los Angeles, CA 90010 (SCHEDULE 13G/A, 2026-08-11).

FiledHolderPercentFiling
2025-12-18M3 Funds, LLC7.16%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.54%SCHEDULE 13G
2026-08-11M3 Funds, LLC8.86%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 2, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

BV Financial Inc

At 5% or more3
Filings7
Latest filing2026-08-14

BV Financial Inc has 7 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
BayVanguard Bank Employee Stock Ownership Plan Trust9.6%853,899SCHEDULE 13G/A, 2026-02-112025-12-31
AllianceBernstein L.P.8.8%764,934SCHEDULE 13G/A, 2026-08-142026-06-30
BlackRock, Inc.5.4%536,009SCHEDULE 13G, 2025-10-172025-09-30
Fourthstone LLC2.99%297,624SCHEDULE 13G/A, 2025-11-142025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BayVanguard Bank Employee Stock Ownership Plan Trust666,330187,569842,74311,156SCHEDULE 13G/A, 2026-02-11
AllianceBernstein L.P.764,9340764,9340SCHEDULE 13G/A, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies BV Financial Inc by CUSIP 05603E208 and gives its principal executive office as 7114 NORTH POINT ROAD, BALTIMORE (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.5.4%SCHEDULE 13G
2025-10-30The Vanguard Group5.03%SCHEDULE 13G
2025-11-14Fourthstone LLC2.99%SCHEDULE 13G/A
2025-12-04AllianceBernstein L.P.10.3%SCHEDULE 13G/A
2026-02-11BayVanguard Bank Employee Stock Ownership Plan Trust9.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-08-14AllianceBernstein L.P.8.8%SCHEDULE 13G/A

Byline Bancorp, Inc

At 5% or more3
Filings5
Latest filing2026-08-17

Byline Bancorp, Inc has 5 Schedule 13D or 13G filings on record since 2025-07-07. 3 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
Antonio Del Valle Perochena25.6%11,575,953SCHEDULE 13G/A, 2026-08-172026-08-07
Dimensional Fund Advisors LP5.1%2,322,339SCHEDULE 13G, 2025-10-092025-09-30
BlackRock, Inc.5.02%2,300,335SCHEDULE 13G, 2025-10-172025-09-30
Estate of Daniel L. Goodwin0%13,613SCHEDULE 13G/A, 2025-07-072025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mbg Investors I, LP—11,535,145—11,535,145SCHEDULE 13G/A, 2026-08-17
Antonio Del Valle Perochena40,80811,535,14540,80811,535,145SCHEDULE 13G/A, 2026-08-17
Dimensional Fund Advisors LP2,283,88802,322,3390SCHEDULE 13G, 2025-10-09
BlackRock, Inc.2,231,19902,300,3350SCHEDULE 13G, 2025-10-17

The latest filing identifies Byline Bancorp, Inc by CUSIP 124411109 and gives its principal executive office as 180 NORTH LASALLE STREET, SUITE 300, CHICAGO, IL 60601 (SCHEDULE 13G/A, 2026-08-17).

FiledHolderPercentFiling
2025-07-07Estate of Daniel L. Goodwin0%SCHEDULE 13G/A
2025-07-16BlackRock, Inc.4.6%SCHEDULE 13G/A
2025-10-09Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2025-10-17BlackRock, Inc.5.02%SCHEDULE 13G
2026-08-17Antonio Del Valle Perochena25.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 8, 2026Leadership change: Brogan M. Ptacin departs, Executive Vice President, and 3 more—Leadership changesSource

Camden National Corp

At 5% or more3
Filings7
Latest filing2026-10-30

Camden National Corp has 7 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
Franklin Resources, Inc.9.3%1,565,821SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC7.9%1,330,677SCHEDULE 13G/A, 2026-08-062026-06-30
Dimensional Fund Advisors LP5.1%862,045SCHEDULE 13G, 2026-07-142026-06-30
Vanguard Capital Management4.96%839,332SCHEDULE 13G/A, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Franklin Mutual Advisers, LLC0%0SCHEDULE 13G/A, 2026-04-282026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Franklin Resources, Inc.1,465,35001,565,8210SCHEDULE 13G, 2026-04-29
Charles B. Johnson0000SCHEDULE 13G, 2026-04-29
Rupert H. Johnson, Jr.0000SCHEDULE 13G, 2026-04-29
Franklin Mutual Advisers, LLC1,453,61001,554,0810SCHEDULE 13G, 2026-04-29
Fmr LLC1,330,06501,330,6770SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson001,330,6770SCHEDULE 13G/A, 2026-08-06
Dimensional Fund Advisors LP845,2260862,0450SCHEDULE 13G, 2026-07-14
Vanguard Capital Management126,4680839,3320SCHEDULE 13G/A, 2026-10-30

The latest filing identifies Camden National Corp by CUSIP 133034108 and gives its principal executive office as 2 Elm Street, Camden, ME 04843 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Franklin Mutual Advisers, LLC0%SCHEDULE 13G/A
2026-04-29Franklin Resources, Inc.9.3%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.24%SCHEDULE 13G
2026-07-14Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-08-06Fmr LLC7.9%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management4.96%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 11, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Citizens Financial Group, Inc.

At 5% or more3
Filings6
Latest filing2026-08-12

Citizens Financial Group, Inc. has 6 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 Capital Management7.34%31,212,801SCHEDULE 13G, 2026-04-292026-03-31
Capital World Investors5.6%23,539,168SCHEDULE 13G/A, 2026-08-122026-06-30
State Street Corporation5%21,263,407SCHEDULE 13G, 2026-08-072026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Capital World Investors23,249,957023,539,1680SCHEDULE 13G/A, 2026-08-12
State Street Corporation03,533,638021,241,311SCHEDULE 13G, 2026-08-07

The latest filing identifies Citizens Financial Group, Inc. by CUSIP 174610105 and gives its principal executive office as One Citizens Plaza, Providence (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.34%SCHEDULE 13G
2026-05-12State Street Corporation4.8%SCHEDULE 13G
2026-05-14Capital World Investors6.6%SCHEDULE 13G/A
2026-08-07State Street Corporation5%SCHEDULE 13G
2026-08-12Capital World Investors5.6%SCHEDULE 13G/A

City Holding Co

At 5% or more3
Filings4
Latest filing2026-08-07

City Holding Co 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 Management6.72%965,869SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.4%765,095SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.03%723,981SCHEDULE 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 Management9,7410965,8690SCHEDULE 13G, 2026-04-29
State Street Corporation0119,4910765,095SCHEDULE 13G, 2026-08-07
Vanguard Capital Management108,9430723,9810SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies City Holding Co by CUSIP 177835105 and gives its principal executive office as 25 GATEWATER ROAD POST OFFICE BOX 7520, CHARLESTON, WV 25313 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.03%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.72%SCHEDULE 13G
2026-08-07State Street Corporation5.4%SCHEDULE 13G
DateRecordFigureOur pageSource
September 30, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
May 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 29, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 29, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Columbia Banking System, Inc.

At 5% or more1
Filings4
Latest filing2026-08-13

Columbia Banking System, Inc. has 4 Schedule 13D or 13G filings on record since 2026-02-10. 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 Management5.24%15,490,848SCHEDULE 13G, 2026-04-292026-03-31
Wellington Management Group LLP4.1%11,686,430SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,266,223015,490,8480SCHEDULE 13G, 2026-04-29
Wellington Management Group LLP010,208,638011,686,430SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP010,208,638011,686,430SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP010,208,638011,686,430SCHEDULE 13G/A, 2026-08-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Columbia Banking System, Inc. by CUSIP 197236102 and gives its principal executive office as 1301 A Street, Tacoma (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2026-02-10Wellington Management Group LLP6.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.24%SCHEDULE 13G
2026-08-13Wellington Management Group LLP4.1%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 27, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
July 30, 2026Leadership change: Simone Lagomarsino appointed—Leadership changesSource

Commerce Bancshares Inc

At 5% or more4
Filings8
Latest filing2026-10-30

Commerce Bancshares Inc has 8 Schedule 13D or 13G filings on record since 2025-08-14. 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
Commerce Bank6.2%8,462,359SCHEDULE 13G, 2026-02-112025-12-31
Vanguard Portfolio Management6%8,821,011SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.17%7,417,389SCHEDULE 13G, 2026-10-302026-09-30
State Street Corporation5%7,353,946SCHEDULE 13G, 2026-08-072026-06-30
Aristotle Capital Management, LLC4.86%6,479,179SCHEDULE 13G/A, 2025-08-142025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management16,47708,821,0110SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,077,38007,417,3890SCHEDULE 13G, 2026-10-30
State Street Corporation01,074,86407,353,946SCHEDULE 13G, 2026-08-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Commerce Bancshares Inc by CUSIP 200525103 and gives its principal executive office as 1000 Walnut, P O Box 13686, Kansas City, MO 64106 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2025-08-14Aristotle Capital Management, LLC4.86%SCHEDULE 13G/A
2025-11-10State Street Corporation5.1%SCHEDULE 13G
2026-02-11Commerce Bank6.2%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6%SCHEDULE 13G
2026-05-12State Street Corporation4.8%SCHEDULE 13G
2026-08-07State Street Corporation5%SCHEDULE 13G
2026-10-30Vanguard Capital Management5.17%SCHEDULE 13G
DateRecordFigureOur pageSource
July 6, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
May 7, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
March 30, 2026Leadership change: Paul A. Steiner departs, Chief Accounting Officer, and 2 more—Leadership changesSource

Community Financial System Inc

At 5% or more3
Filings5
Latest filing2026-08-06

Community Financial System Inc has 5 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
Fmr LLC7%3,678,108SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Portfolio Management6.76%3,551,884SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.27%2,773,406SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC3,675,02903,678,1080SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson003,678,1080SCHEDULE 13G/A, 2026-08-06
Vanguard Portfolio Management26,12403,551,8840SCHEDULE 13G, 2026-04-29
Vanguard Capital Management399,26702,773,4060SCHEDULE 13G, 2026-04-29

The latest filing identifies Community Financial System Inc by CUSIP 203607106 and gives its principal executive office as 333 BUTTERNUT DRIVE, SYRACUSE, NY 13214 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.27%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.76%SCHEDULE 13G
2026-05-06Fmr LLC5.8%SCHEDULE 13G
2026-08-06Fmr LLC7%SCHEDULE 13G/A

Consumers Bancorp, Inc.

At 5% or more1
Filings1
Latest filing2026-08-14

Consumers Bancorp, Inc. has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of common stock, no par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fourthstone LLC7.36%231,407SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fourthstone LLC0231,4070231,407SCHEDULE 13G, 2026-08-14
Fourthstone Master Opportunity Fund Ltd0181,3210181,321SCHEDULE 13G, 2026-08-14
Fourthstone GP LLC050,086050,086SCHEDULE 13G, 2026-08-14
Fourthstone QP Opportunity Fund LP049,409049,409SCHEDULE 13G, 2026-08-14
Fourthstone Small-Cap Financials Fund LP06770677SCHEDULE 13G, 2026-08-14
L. Phillip Stone, IV0231,4070231,407SCHEDULE 13G, 2026-08-14

The latest filing identifies Consumers Bancorp, Inc. by CUSIP 210509105 and gives its principal executive office as 614 East Lincoln Way, P.O. Box 256, Minerva, OH 44657 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14Fourthstone LLC7.36%SCHEDULE 13G
DateRecordFigureOur pageSource
October 30, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
June 30, 2026Leadership change: Scott E. Dodds departs, Executive Vice President, Senior Loan Officer—Leadership changesSource

Credicorp Ltd.

At 5% or more1
Filings6
Latest filing2026-08-12

Credicorp Ltd. has 6 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
Capital World Investors5.6%4,405,688SCHEDULE 13G, 2026-08-122026-06-30
BlackRock, Inc.4.5%4,288,274SCHEDULE 13G/A, 2026-08-032026-06-30
Dodge & Cox4.1%3,870,940SCHEDULE 13G/A, 2026-02-132025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Capital World Investors4,405,68804,405,6880SCHEDULE 13G, 2026-08-12
BlackRock, Inc.4,043,10704,288,2740SCHEDULE 13G/A, 2026-08-03

The latest filing identifies Credicorp Ltd. by CUSIP G2519Y108 and gives its principal executive office as Calle Centenario 156 La Molina, Lima (SCHEDULE 13G, 2026-08-12).

FiledHolderPercentFiling
2026-02-13Dodge & Cox4.1%SCHEDULE 13G/A
2026-04-27BlackRock, Inc.5.4%SCHEDULE 13G
2026-04-30BlackRock, Inc.4.5%SCHEDULE 13G/A
2026-07-27BlackRock, Inc.5.4%SCHEDULE 13G
2026-08-03BlackRock, Inc.4.5%SCHEDULE 13G/A
2026-08-12Capital World Investors5.6%SCHEDULE 13G

Cullen/Frost Bankers Inc

At 5% or more4
Filings8
Latest filing2026-08-07

Cullen/Frost Bankers Inc has 8 Schedule 13D or 13G filings on record since 2025-08-14. 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
Aristotle Capital Management, LLC7.54%4,765,009SCHEDULE 13G/A, 2026-06-022026-03-31
Vanguard Portfolio Management5.13%3,233,261SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.1%3,218,876SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.05%3,185,170SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Aristotle Capital Management, LLC4,547,10504,765,0090SCHEDULE 13G/A, 2026-06-02
Vanguard Portfolio Management8,44203,233,2610SCHEDULE 13G, 2026-04-29
State Street Corporation0473,80303,218,476SCHEDULE 13G, 2026-08-07

The latest filing identifies Cullen/Frost Bankers Inc by CUSIP 229899109 and gives its principal executive office as 112 EAST PECAN STREET SUITE 125, SAN ANTONIO, TX 78205 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2025-08-14Aristotle Capital Management, LLC8.7%SCHEDULE 13G/A
2025-11-10State Street Corporation5.2%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.05%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.13%SCHEDULE 13G
2026-05-12State Street Corporation4.9%SCHEDULE 13G
2026-06-02Aristotle Capital Management, LLC7.54%SCHEDULE 13G/A
2026-08-07State Street Corporation5.1%SCHEDULE 13G

Dime Community Bancshares Inc

At 5% or more2
Filings7
Latest filing2026-08-14

Dime Community Bancshares Inc has 7 Schedule 13D or 13G filings on record since 2025-08-12. 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 LLP7.7%3,407,671SCHEDULE 13G/A, 2026-08-132026-06-30
T. Rowe Price Investment Management, Inc.7.2%3,168,139SCHEDULE 13G, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP03,262,36803,407,671SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP03,262,36803,407,671SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP03,262,36803,407,671SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP03,239,88703,385,190SCHEDULE 13G/A, 2026-08-13
T. Rowe Price Investment Management, Inc.3,156,08003,168,1390SCHEDULE 13G, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Dime Community Bancshares Inc by CUSIP 25432X102 and gives its principal executive office as 898 VETERANS MEMORIAL HIGHWAY, SUITE 560, HAUPPAUGE, NY 11788 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP5.9%SCHEDULE 13G
2025-11-12Wellington Management Group LLP7.8%SCHEDULE 13G/A
2026-02-10Wellington Management Group LLP9.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-15T. Rowe Price Investment Management, Inc.4.5%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP7.7%SCHEDULE 13G/A
2026-08-14T. Rowe Price Investment Management, Inc.7.2%SCHEDULE 13G

Eagle Bancorp Inc

At 5% or more3
Filings8
Latest filing2026-08-14

Eagle Bancorp Inc has 8 Schedule 13D or 13G filings on record since 2025-07-29. 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.12.9%3,913,211SCHEDULE 13G/A, 2025-10-172025-09-30
North Reef Capital Management LP5.62%1,713,535SCHEDULE 13G/A, 2026-08-142026-06-30
T. Rowe Price Investment Management, Inc.5.5%1,688,633SCHEDULE 13G, 2026-08-142026-06-30
Dimensional Fund Advisors LP4.2%1,274,556SCHEDULE 13G/A, 2026-01-212025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
North Reef Capital Management LP01,713,53501,713,535SCHEDULE 13G/A, 2026-08-14
North Reef Capital Management GP LLC01,713,53501,713,535SCHEDULE 13G/A, 2026-08-14
James Hanna, III01,713,53501,713,535SCHEDULE 13G/A, 2026-08-14
T. Rowe Price Investment Management, Inc.1,675,47101,688,6330SCHEDULE 13G, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Eagle Bancorp Inc by CUSIP 268948106 and gives its principal executive office as 7830 Old Georgetown Road, Third Floor, Bethesda, MD 20814 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-29The Vanguard Group7.01%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.12.9%SCHEDULE 13G/A
2025-10-24North Reef Capital Management LP8.7%SCHEDULE 13G
2026-01-21Dimensional Fund Advisors LP4.2%SCHEDULE 13G/A
2026-02-17North Reef Capital Management LP9.68%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-08-14North Reef Capital Management LP5.62%SCHEDULE 13G/A
2026-08-14T. Rowe Price Investment Management, Inc.5.5%SCHEDULE 13G
DateRecordFigureOur pageSource
September 14, 2026Leadership change: Stephen R. Curley appointed—Leadership changesSource
July 6, 2026Leadership change: Stephen R. Curley appointed—Leadership changesSource
May 12, 2026Leadership change: Susan Riel departs, President and Chief Executive Officer—Leadership changesSource

Eastern Bankshares Inc

At 5% or more6
Filings8
Latest filing2026-10-30

Eastern Bankshares Inc has 8 Schedule 13D or 13G filings on record since 2026-02-05. 6 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.9.4%21,640,502SCHEDULE 13G/A, 2026-07-282026-06-30
Fmr LLC6.3%14,817,500SCHEDULE 13G/A, 2026-05-062026-03-31
T. Rowe Price Investment Management, Inc.5.8%13,728,558SCHEDULE 13G, 2026-02-172025-12-31
Vanguard Portfolio Management5.73%13,262,936SCHEDULE 13G, 2026-07-312026-06-30
State Street Corporation5.2%12,124,657SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.11%11,694,744SCHEDULE 13G, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.21,290,311021,640,5020SCHEDULE 13G/A, 2026-07-28
Fmr LLC14,790,612014,817,5000SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson0014,817,5000SCHEDULE 13G/A, 2026-05-06
Vanguard Portfolio Management126,281013,262,9360SCHEDULE 13G, 2026-07-31
State Street Corporation01,659,479012,124,657SCHEDULE 13G, 2026-08-07
Vanguard Capital Management1,672,740011,694,7440SCHEDULE 13G, 2026-10-30

The latest filing identifies Eastern Bankshares Inc by CUSIP 27627N105 and gives its principal executive office as 265 Franklin Street, Boston, MA 02110 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2026-02-05Fmr LLC7.4%SCHEDULE 13G/A
2026-02-17T. Rowe Price Investment Management, Inc.5.8%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-06Fmr LLC6.3%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.9.4%SCHEDULE 13G/A
2026-07-31Vanguard Portfolio Management5.73%SCHEDULE 13G
2026-08-07State Street Corporation5.2%SCHEDULE 13G
2026-10-30Vanguard Capital Management5.11%SCHEDULE 13G
DateRecordFigureOur pageSource
November 1, 2025Acquired HarborOne Bancorp, Inc.$125MAcquisitionSource
November 1, 2025Acquired HarborOne Bancorp, Inc.$125MAcquisitionSource

Esquire Financial Holdings, Inc.

At 5% or more1
Filings4
Latest filing2026-08-06

Esquire Financial Holdings, Inc. has 4 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
Mawer Investment Management Ltd.6.76%583,871SCHEDULE 13G/A, 2026-08-062026-06-30
Wasatch Advisors LP4.3%366,186SCHEDULE 13G/A, 2025-08-142025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mawer Investment Management Ltd.583,8710583,8710SCHEDULE 13G/A, 2026-08-06
Wasatch Advisors LP352,8140366,1860SCHEDULE 13G/A, 2025-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Esquire Financial Holdings, Inc. by CUSIP 29667J101 and gives its principal executive office as 100 Jericho Quadrangle, Suite 100, Jericho, NY 11753 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5.08%SCHEDULE 13G
2025-08-14Wasatch Advisors LP4.3%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-08-06Mawer Investment Management Ltd.6.76%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 3, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 2, 2026Leadership change: Selig Zises departs, Director—Leadership changesSource

Euronet Worldwide, Inc.

At 5% or more1
Filings5
Latest filing2026-08-12

Euronet Worldwide, Inc. has 5 Schedule 13D or 13G filings on record since 2026-01-08. 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
Bank of Montreal5.81%2,214,718SCHEDULE 13G, 2026-08-122026-06-30
Vanguard Capital Management4.9%1,866,508SCHEDULE 13G/A, 2026-07-312026-06-30
Allspring Global Investments Holdings, LLC1%408,479SCHEDULE 13G/A, 2026-01-082025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bank of Montreal1,624,78602,214,7180SCHEDULE 13G, 2026-08-12
Bank Of Montreal Holding Inc.2,82802,8280SCHEDULE 13G, 2026-08-12
Bmo Nesbitt Burns Inc.2,82802,8280SCHEDULE 13G, 2026-08-12
Bmo Asset Management Inc.2,50002,5000SCHEDULE 13G, 2026-08-12
Bmo Financial Corp.47505,6140SCHEDULE 13G, 2026-08-12
Bmo Bank N.A.47507950SCHEDULE 13G, 2026-08-12
Bmo Family Office, LLC004,8190SCHEDULE 13G, 2026-08-12
Vanguard Capital Management279,81301,866,5080SCHEDULE 13G/A, 2026-07-31
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Euronet Worldwide, Inc. by CUSIP 298736109 and gives its principal executive office as 11400 TOMAHAWK CREEK PARKWAY, SUITE 300, LEAWOOD, KS 66211 (SCHEDULE 13G, 2026-08-12).

FiledHolderPercentFiling
2026-01-08Allspring Global Investments Holdings, LLC1%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.14%SCHEDULE 13G
2026-07-31Vanguard Capital Management4.9%SCHEDULE 13G/A
2026-08-12Bank of Montreal5.81%SCHEDULE 13G
DateRecordFigureOur pageSource
April 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

F&M Bank Corp

At 5% or more1
Filings3
Latest filing2026-08-14

F&M Bank Corp has 3 Schedule 13D or 13G filings on record since 2025-11-14. 1 holder's latest filing reports 5% or more of common stock, par value $5.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fourthstone LLC8.97%319,335SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fourthstone LLC0319,3350319,335SCHEDULE 13G/A, 2026-08-14
Fourthstone Master Opportunity Fund Ltd0241,2540241,254SCHEDULE 13G/A, 2026-08-14
Fourthstone GP LLC078,081078,081SCHEDULE 13G/A, 2026-08-14
Fourthstone QP Opportunity Fund LP066,132066,132SCHEDULE 13G/A, 2026-08-14
Fourthstone Small-Cap Financials Fund LP011,949011,949SCHEDULE 13G/A, 2026-08-14
L. Phillip Stone, IV0319,3350319,335SCHEDULE 13G/A, 2026-08-14

The latest filing identifies F&M Bank Corp by CUSIP 30237P106 and gives its principal executive office as P.O. BOX 1111, TIMBERVILLE, VA 22853 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-11-14Fourthstone LLC8.65%SCHEDULE 13G/A
2026-05-15Fourthstone LLC9.98%SCHEDULE 13G/A
2026-08-14Fourthstone LLC8.97%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
August 26, 2026Leadership change: Erica N. Truban appointed, Director—Leadership changesSource

Fifth District Bancorp Inc

At 5% or more2
Filings4
Latest filing2026-08-14

Fifth District Bancorp 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. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fifth District Savings Bank Employee Stock Ownership Plan Trust8.3%444,719SCHEDULE 13G, 2026-02-172025-12-31
AllianceBernstein L.P.6.8%356,440SCHEDULE 13G/A, 2026-08-142026-06-30
FJ Capital Management LLC4.46%247,691SCHEDULE 13G/A, 2025-08-132025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fifth District Savings Bank Employee Stock Ownership Plan Trust400,28244,437444,7190SCHEDULE 13G, 2026-02-17
AllianceBernstein L.P.356,4400356,4400SCHEDULE 13G/A, 2026-08-14
FJ Capital Management LLC0247,6910247,691SCHEDULE 13G/A, 2025-08-13
Financial Opportunity Fund LLC0247,6910247,691SCHEDULE 13G/A, 2025-08-13
Martin Friedman0247,6910247,691SCHEDULE 13G/A, 2025-08-13

The latest filing identifies Fifth District Bancorp Inc by CUSIP 316926104 and gives its principal executive office as 4000 GENERAL DEGAULLE DRIVE, NEW ORLEANS (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-08-13FJ Capital Management LLC4.46%SCHEDULE 13G/A
2026-02-17Fifth District Savings Bank Employee Stock Ownership Plan Trust8.3%SCHEDULE 13G
2026-02-17AllianceBernstein L.P.5%SCHEDULE 13G
2026-08-14AllianceBernstein L.P.6.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 9, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Fifth Third Bancorp

At 5% or more3
Filings7
Latest filing2026-08-14

Fifth Third Bancorp has 7 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%72,600,402SCHEDULE 13G/A, 2026-04-242026-03-31
Vanguard Capital Management7.46%67,625,359SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.2%47,155,811SCHEDULE 13G, 2026-04-292026-03-31
T. Rowe Price Associates, Inc.4.3%39,088,402SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.67,072,084072,600,4020SCHEDULE 13G/A, 2026-04-24
Vanguard Capital Management9,194,819067,625,3590SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management122,251047,155,8110SCHEDULE 13G, 2026-04-29
T. Rowe Price Associates, Inc.37,747,009039,088,4020SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Fifth Third Bancorp by CUSIP 316773100 and gives its principal executive office as 38 FOUNTAIN SQ PLZ, FIFTH THIRD CENTER, CINCINNATI, OH 45263 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-06BlackRock, Inc.10.3%SCHEDULE 13G/A
2026-02-17T. Rowe Price Associates, Inc.5.4%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.8%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.46%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.2%SCHEDULE 13G
2026-08-14T. Rowe Price Associates, Inc.4.3%SCHEDULE 13G/A

First Bancorp/Puerto Rico

At 5% or more2
Filings4
Latest filing2026-08-06

First Bancorp/Puerto Rico has 4 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 Management8.39%13,074,748SCHEDULE 13G, 2026-04-282026-03-31
Vanguard Capital Management5.23%8,154,903SCHEDULE 13G, 2026-04-282026-03-31
Fmr LLC3.9%6,039,458SCHEDULE 13G/A, 2026-08-062026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management70,528013,074,7480SCHEDULE 13G, 2026-04-28
Vanguard Capital Management1,179,12208,154,9030SCHEDULE 13G, 2026-04-28
Fmr LLC6,036,21806,039,4580SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson006,039,4580SCHEDULE 13G/A, 2026-08-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Bancorp/Puerto Rico by CUSIP 318672706 and gives its principal executive office as 1519 Ponce De Leon Ave., Santurce, San Juan, PR 00908-0146 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Capital Management5.23%SCHEDULE 13G
2026-04-28Vanguard Portfolio Management8.39%SCHEDULE 13G
2026-08-06Fmr LLC3.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 1, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

First Busey Corporation

At 5% or more1
Filings3
Latest filing2026-08-13

First Busey Corporation has 3 Schedule 13D or 13G filings on record since 2025-11-12. 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
Wellington Management Group LLP5.8%4,866,039SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP04,764,64804,866,039SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP04,764,64804,866,039SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP04,764,64804,866,039SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP04,764,64804,866,039SCHEDULE 13G/A, 2026-08-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Busey Corporation by CUSIP 319383204 and gives its principal executive office as 11440 TOMAHAWK CREEK PKWY, LEAWOOD (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-11-12Wellington Management Group LLP8%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP5.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 31, 2026Leadership change: Stanley J. Bradshaw departs, Director—Leadership changesSource
July 14, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

First Commonwealth Financial Corp

At 5% or more3
Filings4
Latest filing2026-08-07

First Commonwealth Financial Corp 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 Management6.14%6,278,887SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.2%5,259,965SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.07%5,182,686SCHEDULE 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 Management52,75206,278,8870SCHEDULE 13G, 2026-04-29
State Street Corporation0820,52605,259,965SCHEDULE 13G, 2026-08-07
Vanguard Capital Management768,39905,182,6860SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Commonwealth Financial Corp by CUSIP 319829107 and gives its principal executive office as 601 PHILADELPHIA STREET, INDIANA, PA 15701 (SCHEDULE 13G, 2026-08-07).

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
2026-08-07State Street Corporation5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
September 17, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

First Community Corporation

At 5% or more1
Filings5
Latest filing2026-08-14

First Community Corporation has 5 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock, par value $1.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.5.8%547,730SCHEDULE 13G, 2026-07-282026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Fourthstone LLC0%100SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.540,9600547,7300SCHEDULE 13G, 2026-07-28
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26
Fourthstone LLC01000100SCHEDULE 13G/A, 2026-08-14
Fourthstone Master Opportunity Fund Ltd01000100SCHEDULE 13G/A, 2026-08-14
Fourthstone GP LLC0000SCHEDULE 13G/A, 2026-08-14
Fourthstone QP Opportunity Fund LP0000SCHEDULE 13G/A, 2026-08-14
Fourthstone Small-Cap Financials Fund LP0000SCHEDULE 13G/A, 2026-08-14
L. Phillip Stone, IV01000100SCHEDULE 13G/A, 2026-08-14

The latest filing identifies First Community Corporation by CUSIP 319835104 and gives its principal executive office as 5455 SUNSET BLVD, LEXINGTON, SC 29072 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5.57%SCHEDULE 13G
2025-08-14Fourthstone LLC7.28%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.5.8%SCHEDULE 13G
2026-08-14Fourthstone LLC0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 16, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
August 19, 2026Leadership change: Freddie Deutsch departs—Leadership changesSource
July 22, 2026Leadership change: J. Ted Nissen departs, Chief Banking Officer, and 1 more—Leadership changesSource

First National Corporation

At 5% or more1
Filings3
Latest filing2026-08-14

First National Corporation has 3 Schedule 13D or 13G filings on record since 2026-05-15. 1 holder's latest filing reports 5% or more of common stock, par value $1.25 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.5.6%507,103SCHEDULE 13G, 2026-07-282026-06-30
Fourthstone LLC0%100SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.500,7150507,1030SCHEDULE 13G, 2026-07-28
Fourthstone LLC01000100SCHEDULE 13G/A, 2026-08-14
Fourthstone Master Opportunity Fund Ltd085085SCHEDULE 13G/A, 2026-08-14
Fourthstone GP LLC015015SCHEDULE 13G/A, 2026-08-14
Fourthstone QP Opportunity Fund LP015015SCHEDULE 13G/A, 2026-08-14
Fourthstone Small-Cap Financials Fund LP0000SCHEDULE 13G/A, 2026-08-14
L. Phillip Stone, IV01000100SCHEDULE 13G/A, 2026-08-14

The latest filing identifies First National Corporation by CUSIP 32106V107 and gives its principal executive office as 112 West King Street, Strasburg, VA 22657 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-05-15Fourthstone LLC8.56%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.5.6%SCHEDULE 13G
2026-08-14Fourthstone LLC0%SCHEDULE 13G/A

First Seacoast Bancorp, Inc.

At 5% or more1
Filings2
Latest filing2026-08-11

First Seacoast Bancorp, Inc. has 2 Schedule 13D or 13G filings on record since 2026-02-12. 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
First Seacoast Bank Employee Stock Ownership Plan Trust8.8%414,733SCHEDULE 13G/A, 2026-02-122025-12-31
Spence Limited, LP0%0SCHEDULE 13G/A, 2026-08-112026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
First Seacoast Bank Employee Stock Ownership Plan Trust337,78976,944414,7330SCHEDULE 13G/A, 2026-02-12
Spence Limited, LP0000SCHEDULE 13G/A, 2026-08-11

The latest filing identifies First Seacoast Bancorp, Inc. by CUSIP 33631F104 and gives its principal executive office as 633 Central Avenue, Dover, NH 03820 (SCHEDULE 13G/A, 2026-08-11).

FiledHolderPercentFiling
2026-02-12First Seacoast Bank Employee Stock Ownership Plan Trust8.8%SCHEDULE 13G/A
2026-08-11Spence Limited, LP0%SCHEDULE 13G/A

Flushing Financial Corporation

At 5% or more1
Filings8
Latest filing2026-08-13

Flushing Financial Corporation has 8 Schedule 13D or 13G filings on record since 2025-08-21. 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
Dimensional Fund Advisors LP5%1,688,825SCHEDULE 13G/A, 2025-10-092025-09-30
Gamco Investors, Inc. Et Al2.9%0SCHEDULE 13D/A, 2025-08-212025-08-20
Wellington Management Group LLP0%0SCHEDULE 13G/A, 2026-08-132026-06-30
Bay Pond Partners, L.P.0%0SCHEDULE 13G/A, 2026-08-132026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP0000SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP0000SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP0000SCHEDULE 13G/A, 2026-08-13
Bay Pond Partners, L.P.0000SCHEDULE 13G/A, 2026-08-13
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Flushing Financial Corporation by CUSIP 343873105 and gives its principal executive office as 220 RXR Plaza, Uniondale (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-08-21Gamco Investors, Inc. Et Al2.9%SCHEDULE 13D/A
2025-10-09Dimensional Fund Advisors LP5%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP5.3%SCHEDULE 13G
2026-01-23Bay Pond Partners, L.P.5%SCHEDULE 13G
2026-02-10Wellington Management Group LLP9.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP0%SCHEDULE 13G/A
2026-08-13Bay Pond Partners, L.P.0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 1, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

F.N.B. Corporation

At 5% or more3
Filings8
Latest filing2026-10-30

F.N.B. Corporation has 8 Schedule 13D or 13G filings on record since 2025-08-06. 3 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fmr LLC7.2%25,752,745SCHEDULE 13G/A, 2025-08-062025-06-30
Vanguard Portfolio Management5.57%19,801,429SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.28%18,782,524SCHEDULE 13G, 2026-04-292026-03-31
Fuller & Thaler Asset Management, Inc.4.69%16,708,254SCHEDULE 13G/A, 2026-08-142026-06-30
First Trust Portfolios L.P.3.02%10,657,190SCHEDULE 13G/A, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management125,008019,801,4290SCHEDULE 13G, 2026-04-29
Vanguard Capital Management2,763,830018,782,5240SCHEDULE 13G, 2026-04-29
Fuller & Thaler Asset Management, Inc.16,470,152016,708,2540SCHEDULE 13G/A, 2026-08-14
First Trust Portfolios L.P.0001,926,647SCHEDULE 13G/A, 2026-10-30
First Trust Advisors L.P.08,730,543010,657,190SCHEDULE 13G/A, 2026-10-30
The Charger Corporation08,730,543010,657,190SCHEDULE 13G/A, 2026-10-30

The latest filing identifies F.N.B. Corporation by CUSIP 302520101 and gives its principal executive office as 626 Washington Place, Pittsburgh, PA 15219 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2025-08-06Fmr LLC7.2%SCHEDULE 13G/A
2026-02-17Fuller & Thaler Asset Management, Inc.5.87%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.28%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.57%SCHEDULE 13G
2026-07-27First Trust Portfolios L.P.5.1%SCHEDULE 13G
2026-08-14Fuller & Thaler Asset Management, Inc.4.69%SCHEDULE 13G/A
2026-10-30First Trust Portfolios L.P.3.02%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 19, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Foresight Financial Group Inc.

At 5% or more2
Filings4
Latest filing2026-08-14

Foresight Financial Group Inc. has 4 Schedule 13D or 13G filings on record since 2025-11-14. 2 holders' latest filing reports 5% or more of common stock, no par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
AllianceBernstein L.P.9.4%338,640SCHEDULE 13G, 2026-02-172025-12-31
Fourthstone LLC9.14%329,498SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.338,6400338,6400SCHEDULE 13G, 2026-02-17
Fourthstone LLC0329,4980329,498SCHEDULE 13G/A, 2026-08-14
Fourthstone Master Opportunity Fund Ltd0257,5200257,520SCHEDULE 13G/A, 2026-08-14
Fourthstone GP LLC071,978071,978SCHEDULE 13G/A, 2026-08-14
Fourthstone QP Opportunity Fund LP070,704070,704SCHEDULE 13G/A, 2026-08-14
Fourthstone Small-Cap Financials Fund LP01,27401,274SCHEDULE 13G/A, 2026-08-14
L. Phillip Stone, IV0329,4980329,498SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Foresight Financial Group Inc. by CUSIP 345526107 and gives its principal executive office as 809 Cannell Puri Court, Winnebago, IL 61088 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-11-14Fourthstone LLC7.97%SCHEDULE 13G/A
2026-02-13Fourthstone LLC6.82%SCHEDULE 13G/A
2026-02-17AllianceBernstein L.P.9.4%SCHEDULE 13G
2026-08-14Fourthstone LLC9.14%SCHEDULE 13G/A

Fulton Financial Corp

At 5% or more4
Filings5
Latest filing2026-08-14

Fulton Financial Corp has 5 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 Management6.64%11,955,173SCHEDULE 13G, 2026-04-292026-03-31
Dimensional Fund Advisors LP6.2%11,240,495SCHEDULE 13G/A, 2025-07-152025-06-30
T. Rowe Price Associates, Inc.6.1%11,695,669SCHEDULE 13G, 2026-08-142026-06-30
Vanguard Capital Management5.28%9,516,007SCHEDULE 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 Management110,072011,955,1730SCHEDULE 13G, 2026-04-29
T. Rowe Price Associates, Inc.11,688,547011,695,6690SCHEDULE 13G, 2026-08-14
Vanguard Capital Management1,383,42709,516,0070SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Fulton Financial Corp by CUSIP 360271100 and gives its principal executive office as ONE PENN SQ, PO BOX 4887, LANCASTER, PA 17604 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2025-07-15Dimensional Fund Advisors LP6.2%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.28%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.64%SCHEDULE 13G
2026-08-14T. Rowe Price Associates, Inc.6.1%SCHEDULE 13G
DateRecordFigureOur pageSource
July 21, 2026Leadership change: David S. Schulz appointed, Director—Leadership changesSource
May 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 1, 2026Acquired Blue Foundry Bancorp—AcquisitionSource

Glacier Bancorp Inc

At 5% or more3
Filings5
Latest filing2026-08-07

Glacier Bancorp Inc has 5 Schedule 13D or 13G filings on record since 2026-02-12. 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
Vanguard Capital Management5.22%6,794,523SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.21%6,781,379SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5%6,552,684SCHEDULE 13G, 2026-08-072026-06-30
Capital Research Global Investors4.3%5,581,288SCHEDULE 13G/A, 2026-02-122025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management987,96306,794,5230SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management67,19406,781,3790SCHEDULE 13G, 2026-04-29
State Street Corporation01,028,98606,552,684SCHEDULE 13G, 2026-08-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Glacier Bancorp Inc by CUSIP 37637Q105 and gives its principal executive office as 49 COMMONS LOOP, KALISPELL, MT 59901 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-02-12Capital Research Global Investors4.3%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.22%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.21%SCHEDULE 13G
2026-08-07State Street Corporation5%SCHEDULE 13G

HomeTrust Bancshares

At 5% or more1
Filings4
Latest filing2026-08-06

HomeTrust Bancshares has 4 Schedule 13D or 13G filings on record since 2025-11-12. 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
Dimensional Fund Advisors LP5.1%856,611SCHEDULE 13G, 2026-07-142026-06-30
FJ Capital Management LLC4.99%839,115SCHEDULE 13G/A, 2026-08-062026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP841,2800856,6110SCHEDULE 13G, 2026-07-14
FJ Capital Management LLC—839,115—839,115SCHEDULE 13G/A, 2026-08-06
Financial Opportunity Fund LLC—726,430—726,430SCHEDULE 13G/A, 2026-08-06
Financial Opportunity Long/Short Fund LLC—27,015—27,015SCHEDULE 13G/A, 2026-08-06
Martin Friedman—839,115—839,115SCHEDULE 13G/A, 2026-08-06

The latest filing identifies HomeTrust Bancshares by CUSIP 437872104 and gives its principal executive office as 10 Woodfin Street, Asheville, NC 28801 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-11-12FJ Capital Management LLC9.6%SCHEDULE 13G/A
2026-02-03FJ Capital Management LLC9.22%SCHEDULE 13G/A
2026-07-14Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-08-06FJ Capital Management LLC4.99%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 28, 2026Leadership change: Charles F. Bowman appointed, Director, and 1 more—Leadership changesSource
May 19, 2026Leadership change: Robert E. James departs, Director—Leadership changesSource

Muncy Columbia Financial Corporation

At 5% or more1
Filings1
Latest filing2026-08-14

Muncy Columbia Financial Corporation has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of common stock, $1.25 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fourthstone LLC7.8%275,794SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fourthstone LLC0275,7940275,794SCHEDULE 13G, 2026-08-14
Fourthstone Master Opportunity Fund Ltd0215,4350215,435SCHEDULE 13G, 2026-08-14
Fourthstone GP LLC060,359060,359SCHEDULE 13G, 2026-08-14
Fourthstone QP Opportunity Fund LP059,516059,516SCHEDULE 13G, 2026-08-14
Fourthstone Small-Cap Financials Fund LP08430843SCHEDULE 13G, 2026-08-14
L. Phillip Stone, IV0275,7940275,794SCHEDULE 13G, 2026-08-14

The latest filing identifies Muncy Columbia Financial Corporation by CUSIP 124880105 and gives its principal executive office as 1199 Lightstreet Road, Bloomsburg, PA 17815 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14Fourthstone LLC7.8%SCHEDULE 13G

Nbt Bancorp Inc

At 5% or more4
Filings5
Latest filing2026-11-05

Nbt Bancorp Inc has 5 Schedule 13D or 13G filings on record since 2026-03-27. 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 Management6.7%3,502,441SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC6.1%3,194,614SCHEDULE 13G, 2026-11-052026-09-30
State Street Corporation5.3%2,731,491SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.06%2,642,426SCHEDULE 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 Management27,25403,502,4410SCHEDULE 13G, 2026-04-29
Fmr LLC3,188,09403,194,6140SCHEDULE 13G, 2026-11-05
Abigail P. Johnson003,194,6140SCHEDULE 13G, 2026-11-05
State Street Corporation0403,41802,731,491SCHEDULE 13G, 2026-08-07
Vanguard Capital Management389,31102,642,4260SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Nbt Bancorp Inc by CUSIP 628778102 and gives its principal executive office as 52 S BROAD ST, NORWICH, NY 13815 (SCHEDULE 13G, 2026-11-05).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.7%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.06%SCHEDULE 13G
2026-08-07State Street Corporation5.3%SCHEDULE 13G
2026-11-05Fmr LLC6.1%SCHEDULE 13G
DateRecordFigureOur pageSource
September 21, 2026Leadership change: Kimberly A. Boynton appointed, Director—Leadership changesSource

Nicolet Bankshares Inc

At 5% or more2
Filings2
Latest filing2026-08-07

Nicolet Bankshares Inc has 2 Schedule 13D or 13G filings on record since 2026-07-08. 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.13%2,771,625SCHEDULE 13G/A, 2026-07-082026-06-30
State Street Corporation5.5%1,174,566SCHEDULE 13G, 2026-08-072026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.2,743,35202,771,6250SCHEDULE 13G/A, 2026-07-08
State Street Corporation0150,44301,174,566SCHEDULE 13G, 2026-08-07

The latest filing identifies Nicolet Bankshares Inc by CUSIP 65406E102 and gives its principal executive office as 111 NORTH WASHINGTON STREET, GREEN BAY, WI 54301 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-07-08BlackRock, Inc.13%SCHEDULE 13G/A
2026-08-07State Street Corporation5.5%SCHEDULE 13G
DateRecordFigureOur pageSource
February 13, 2026Acquired MidWest One Financial Group, Inc.—AcquisitionSource

Northern Trust Corp

At 5% or more2
Filings7
Latest filing2026-08-06

Northern Trust Corp has 7 Schedule 13D or 13G filings on record since 2025-08-11. 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 Management7.38%13,678,574SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation5%9,493,634SCHEDULE 13G, 2025-11-102025-09-30
Fmr LLC4.7%8,683,057SCHEDULE 13G/A, 2026-08-062026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,895,044013,678,5740SCHEDULE 13G, 2026-04-30
Fmr LLC6,059,65008,683,0570SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson008,683,0570SCHEDULE 13G/A, 2026-08-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Northern Trust Corp by CUSIP 665859104 and gives its principal executive office as 50 S LASALLE ST, CHICAGO, IL 60603 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-08-11State Street Corporation5.1%SCHEDULE 13G
2025-11-10State Street Corporation5%SCHEDULE 13G
2026-02-05Fmr LLC7.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.38%SCHEDULE 13G
2026-05-06Fmr LLC5.8%SCHEDULE 13G/A
2026-08-06Fmr LLC4.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 20, 2026Leadership change: Rima Qureshi appointed, Director, and 1 more—Leadership changesSource
September 29, 2026Leadership change: David W. Fox departs, Chief Financial Officer—Leadership changesSource

Northwest Bancshares Inc

At 5% or more3
Filings4
Latest filing2026-08-07

Northwest Bancshares Inc has 4 Schedule 13D or 13G filings on record since 2026-03-27. 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
State Street Corporation7.4%10,858,569SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Portfolio Management6.12%8,948,839SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.19%7,592,239SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
State Street Corporation01,166,936010,858,569SCHEDULE 13G, 2026-08-07
Vanguard Portfolio Management92,04808,948,8390SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,091,37507,592,2390SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Northwest Bancshares Inc by CUSIP 667340103 and gives its principal executive office as 100 LIBERTY STREET, WARREN, PA 16365 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.12%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.19%SCHEDULE 13G
2026-08-07State Street Corporation7.4%SCHEDULE 13G
DateRecordFigureOur pageSource
July 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Norwood Financial Corp

At 5% or more2
Filings5
Latest filing2026-08-13

Norwood Financial Corp has 5 Schedule 13D or 13G filings on record since 2025-12-04. 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 LLP5.2%567,505SCHEDULE 13G/A, 2026-08-132026-06-30
Bay Pond Partners, L.P.5%460,306SCHEDULE 13G/A, 2026-02-102025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP0567,5050567,505SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP0567,5050567,505SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP0567,5050567,505SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP0567,5050567,505SCHEDULE 13G/A, 2026-08-13
Bay Pond Partners, L.P.0460,3060460,306SCHEDULE 13G/A, 2026-02-10

The latest filing identifies Norwood Financial Corp by CUSIP 669549107 and gives its principal executive office as 717 Main Street, PO Box 269, Honesdale (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-12-04Bay Pond Partners, L.P.5.1%SCHEDULE 13G
2026-02-10Wellington Management Group LLP9.6%SCHEDULE 13G/A
2026-02-10Bay Pond Partners, L.P.5%SCHEDULE 13G/A
2026-05-15Wellington Management Group LLP6.9%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP5.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
January 5, 2026Acquired PB Bankshares, Inc.$456.40MAcquisitionSource

OptimumBank Holdings Inc

At 5% or more1
Filings3
Latest filing2026-08-14

OptimumBank Holdings Inc has 3 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
AllianceBernstein L.P.5%616,168SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.616,1680616,1680SCHEDULE 13G, 2026-08-14

The latest filing identifies OptimumBank Holdings Inc by CUSIP 68401P403 and gives its principal executive office as 2929 EAST COMMERCIAL BOULEVARD, FORT LAUDERDALE,., NA (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2025-11-14AllianceBernstein L.P.5.6%SCHEDULE 13G
2026-02-17AllianceBernstein L.P.4.2%SCHEDULE 13G/A
2026-08-14AllianceBernstein L.P.5%SCHEDULE 13G
DateRecordFigureOur pageSource
May 5, 2026Leadership change: Timothy Terry departs, President and Chief Executive Officer, and 2 more—Leadership changesSource

Pathward Financial Inc

At 5% or more4
Filings8
Latest filing2026-10-30

Pathward Financial Inc has 8 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
State Street Corporation6.8%1,438,880SCHEDULE 13G, 2026-08-072026-06-30
American Century Investment Management, Inc.5.3%1,188,365SCHEDULE 13G, 2026-02-132025-12-31
Vanguard Capital Management5.23%1,087,569SCHEDULE 13G, 2026-10-302026-09-30
Dimensional Fund Advisors LP5%1,093,338SCHEDULE 13G, 2026-04-092026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
State Street Corporation0173,14601,438,880SCHEDULE 13G, 2026-08-07
American Century Investment Management, Inc.1,173,63701,188,3650SCHEDULE 13G, 2026-02-13
American Century Companies, Inc.1,173,63701,188,3650SCHEDULE 13G, 2026-02-13
Stowers Institute for Medical Research1,173,63701,188,3650SCHEDULE 13G, 2026-02-13
Vanguard Capital Management158,00001,087,5690SCHEDULE 13G, 2026-10-30
Dimensional Fund Advisors LP1,068,61001,093,3380SCHEDULE 13G, 2026-04-09
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Pathward Financial Inc by CUSIP 59100U108 and gives its principal executive office as 5501 South Broadband Lane, Sioux Falls, SD 57108 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2025-07-15Dimensional Fund Advisors LP4.9%SCHEDULE 13G/A
2026-01-30The Vanguard Group6.79%SCHEDULE 13G/A
2026-02-09State Street Corporation5.8%SCHEDULE 13G
2026-02-13American Century Investment Management, Inc.5.3%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP5%SCHEDULE 13G
2026-08-07State Street Corporation6.8%SCHEDULE 13G
2026-10-30Vanguard Capital Management5.23%SCHEDULE 13G

PFS Bancorp, Inc.

At 5% or more3
Filings3
Latest filing2026-08-28

PFS Bancorp, Inc. has 3 Schedule 13D or 13G filings on record since 2026-02-09. 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
WhiteRock Wealth Design LLC9%138,972SCHEDULE 13G, 2026-08-282026-06-30
Peru Federal Savings Bank Employee Stock Ownership Plan Trust8.6%138,000SCHEDULE 13G/A, 2026-02-092025-12-31
Raymond James Financial Services Advisors, Inc.8.1%130,665SCHEDULE 13G, 2026-04-072026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
WhiteRock Wealth Design LLC00138,9720SCHEDULE 13G, 2026-08-28
Peru Federal Savings Bank Employee Stock Ownership Plan Trust121,44016,560138,0000SCHEDULE 13G/A, 2026-02-09
Raymond James Financial Services Advisors, Inc.00130,6650SCHEDULE 13G, 2026-04-07

The latest filing identifies PFS Bancorp, Inc. by CUSIP 69380A102 and gives its principal executive office as 1730 FOURTH STREET, PERU, IL 61354 (SCHEDULE 13G, 2026-08-28).

FiledHolderPercentFiling
2026-02-09Peru Federal Savings Bank Employee Stock Ownership Plan Trust8.6%SCHEDULE 13G/A
2026-04-07Raymond James Financial Services Advisors, Inc.8.1%SCHEDULE 13G
2026-08-28WhiteRock Wealth Design LLC9%SCHEDULE 13G

Pinnacle Financial Partners Inc

At 5% or more4
Filings9
Latest filing2026-11-05

Pinnacle Financial Partners Inc has 9 Schedule 13D or 13G filings on record since 2026-03-26. 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.10.1%15,201,926SCHEDULE 13G/A, 2026-08-062026-07-31
Fmr LLC8.4%12,690,268SCHEDULE 13G/A, 2026-11-052026-09-30
Wellington Management Group LLP7.4%11,141,397SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Capital Management5.22%7,895,699SCHEDULE 13G, 2026-04-302026-03-31
AQR Capital Management, LLC2.64%3,995,642SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.14,433,120015,201,9260SCHEDULE 13G/A, 2026-08-06
Fmr LLC11,756,162012,690,2680SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson0012,690,2680SCHEDULE 13G/A, 2026-11-05
Wellington Management Group LLP010,115,211011,141,397SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP010,115,211011,141,397SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP010,115,211011,141,397SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP09,962,411010,382,942SCHEDULE 13G/A, 2026-08-13

The latest filing identifies Pinnacle Financial Partners Inc by CUSIP 72348N109 and gives its principal executive office as 3400 OVERTON PARK DR. SE, ATLANTA, GA 30339 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.22%SCHEDULE 13G
2026-05-15Wellington Management Group LLP6%SCHEDULE 13G
2026-05-15AQR Capital Management, LLC2.64%SCHEDULE 13G/A
2026-07-29BlackRock, Inc.9.97%SCHEDULE 13G/A
2026-08-06Fmr LLC6.9%SCHEDULE 13G
2026-08-06BlackRock, Inc.10.1%SCHEDULE 13G/A
2026-08-13Wellington Management Group LLP7.4%SCHEDULE 13G/A
2026-11-05Fmr LLC8.4%SCHEDULE 13G/A

PSB Financial, Inc.

At 5% or more1
Filings1
Latest filing2026-08-18

PSB Financial, Inc. has 1 Schedule 13D or 13G filing on record since 2026-08-18. 1 holder's 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
PSB Financial, Inc. Employee Stock Ownership Plan Trust8%137,540SCHEDULE 13G, 2026-08-182026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
PSB Financial, Inc. Employee Stock Ownership Plan Trust137,5400137,5400SCHEDULE 13G, 2026-08-18

The latest filing identifies PSB Financial, Inc. by CUSIP 74449M105 and gives its principal executive office as 202 NORTH MAIN STREET, DEER LODGE, WI 59722 (SCHEDULE 13G, 2026-08-18).

FiledHolderPercentFiling
2026-08-18PSB Financial, Inc. Employee Stock Ownership Plan Trust8%SCHEDULE 13G
DateRecordFigureOur pageSource
July 17, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

RBB Bancorp (RBB)

At 5% or more1
Filings6
Latest filing2026-08-06

RBB Bancorp (RBB) has 6 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
Dimensional Fund Advisors LP5.3%902,290SCHEDULE 13G, 2026-07-142026-06-30
FJ Capital Management LLC0%0SCHEDULE 13G/A, 2026-08-062026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP883,4070902,2900SCHEDULE 13G, 2026-07-14
FJ Capital Management LLC0000SCHEDULE 13G/A, 2026-08-06
Financial Opportunity Fund LLC0000SCHEDULE 13G/A, 2026-08-06
Financial Opportunity Long/Short Fund LLC0000SCHEDULE 13G/A, 2026-08-06
Martin Friedman0000SCHEDULE 13G/A, 2026-08-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies RBB Bancorp (RBB) by CUSIP 74930B105 and gives its principal executive office as 1055 Wilshire Blvd, 12th Floor, Suite 1200, Los Angeles, CA 90017 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-08-13FJ Capital Management LLC9.96%SCHEDULE 13G/A
2025-10-30The Vanguard Group5%SCHEDULE 13G
2025-11-12FJ Capital Management LLC8.76%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-07-14Dimensional Fund Advisors LP5.3%SCHEDULE 13G
2026-08-06FJ Capital Management LLC0%SCHEDULE 13G/A

S&T Bancorp Inc

At 5% or more3
Filings4
Latest filing2026-08-07

S&T Bancorp Inc has 4 Schedule 13D or 13G filings on record since 2026-03-27. 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 Management6.72%2,458,435SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.31%1,943,810SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation5.2%1,871,779SCHEDULE 13G, 2026-08-072026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management21,98102,458,4350SCHEDULE 13G, 2026-04-29
Vanguard Capital Management277,50401,943,8100SCHEDULE 13G, 2026-04-30
State Street Corporation0298,39601,871,779SCHEDULE 13G, 2026-08-07
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies S&T Bancorp Inc by CUSIP 783859101 and gives its principal executive office as 800 PHILADELPHIA STREET, INDIANA, PA 15701 (SCHEDULE 13G, 2026-08-07).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.72%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.31%SCHEDULE 13G
2026-08-07State Street Corporation5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
May 15, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 7, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Security Midwest Bancorp, Inc.

At 5% or more3
Filings3
Latest filing2026-08-28

Security Midwest Bancorp, Inc. has 3 Schedule 13D or 13G filings on record since 2025-11-14. 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
WhiteRock Wealth Design LLC8.6%76,125SCHEDULE 13G, 2026-08-282026-06-30
Raymond James Financial Services Advisors, Inc.7.2%64,187SCHEDULE 13G, 2026-01-072025-12-31
Security Bank, s.b. Employee Stock Ownership Plan Trust7%62,285SCHEDULE 13G, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
WhiteRock Wealth Design LLC0076,1250SCHEDULE 13G, 2026-08-28
Raymond James Financial Services Advisors, Inc.0064,1870SCHEDULE 13G, 2026-01-07
Security Bank, s.b. Employee Stock Ownership Plan Trust62,285062,2850SCHEDULE 13G, 2025-11-14

The latest filing identifies Security Midwest Bancorp, Inc. by CUSIP 813927100 and gives its principal executive office as 510 E. MONROE, SPRINFIELD, IL 62701 (SCHEDULE 13G, 2026-08-28).

FiledHolderPercentFiling
2025-11-14Security Bank, s.b. Employee Stock Ownership Plan Trust7%SCHEDULE 13G
2026-01-07Raymond James Financial Services Advisors, Inc.7.2%SCHEDULE 13G
2026-08-28WhiteRock Wealth Design LLC8.6%SCHEDULE 13G

Sound Financial Bancorp Inc

At 5% or more1
Filings3
Latest filing2026-08-14

Sound Financial Bancorp Inc has 3 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
AllianceBernstein L.P.8.4%215,780SCHEDULE 13G/A, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.215,7800215,7800SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Sound Financial Bancorp Inc by CUSIP 83607A100 and gives its principal executive office as 2400 3RD AVENUE, SUITE 150, SEATTLE (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-08-13AllianceBernstein L.P.3.5%SCHEDULE 13G/A
2026-02-17AllianceBernstein L.P.6.1%SCHEDULE 13G
2026-08-14AllianceBernstein L.P.8.4%SCHEDULE 13G/A

South Plains Financial, Inc.

At 5% or more1
Filings1
Latest filing2026-08-12

South Plains Financial, Inc. has 1 Schedule 13D or 13G filing on record since 2026-08-12. 1 holder's latest filing reports 5% or more of common stock, par value $1.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Curtis C. Griffith6.15%1,165,447SCHEDULE 13G/A, 2026-08-122026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Curtis C. Griffith685,087480,360685,087480,360SCHEDULE 13G/A, 2026-08-12

The latest filing identifies South Plains Financial, Inc. by CUSIP 83946P107 and gives its principal executive office as 5219 City Bank Parkway, Lubbock, TX 79407 (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2026-08-12Curtis C. Griffith6.15%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 17, 2026Leadership change: Curtis C. Griffith departs, Chief Executive Officer, and 1 more—Leadership changesSource
April 1, 2026Leadership change: James D. Stein appointed, and 1 more—Leadership changesSource
December 1, 2025Acquired BOH Holdings, Inc.—AcquisitionSource

Southern First Bancshares, Inc.

At 5% or more1
Filings2
Latest filing2026-08-14

Southern First Bancshares, 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, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Endeavour Capital Advisors Inc.7%662,860SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Endeavour Capital Advisors Inc.0662,8600662,860SCHEDULE 13G/A, 2026-08-14
Endeavour Regional Bank Opportunities Fund II L.P.0388,3640388,364SCHEDULE 13G/A, 2026-08-14
Laurence M. Austin0662,8600662,860SCHEDULE 13G/A, 2026-08-14
Mitchell J. Katz0662,8600662,860SCHEDULE 13G/A, 2026-08-14
Jonah Marcus0662,8600662,860SCHEDULE 13G/A, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Southern First Bancshares, Inc. by CUSIP 842873101 and gives its principal executive office as 6 Verdae Boulevard, Greenville, SC 29607 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-08-14Endeavour Capital Advisors Inc.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 2, 2026Leadership change: Bryan Kennedy appointed, Director—Leadership changesSource

State Street Corp

At 5% or more3
Filings5
Latest filing2026-08-06

State Street Corp has 5 Schedule 13D or 13G filings on record since 2025-07-29. 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 Capital Management7.35%20,493,476SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.8%16,181,474SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC5%13,854,213SCHEDULE 13G, 2026-08-062026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,839,806020,493,4760SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management66,218016,181,4740SCHEDULE 13G, 2026-04-29
Fmr LLC12,062,713013,854,2130SCHEDULE 13G, 2026-08-06
Abigail P. Johnson0013,854,2130SCHEDULE 13G, 2026-08-06
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies State Street Corp by CUSIP 857477103 and gives its principal executive office as 1 CONGRESS STREET, SUITE 1, Boston, MA 02114 (SCHEDULE 13G, 2026-08-06).

FiledHolderPercentFiling
2025-07-29The Vanguard Group13.04%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.8%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.35%SCHEDULE 13G
2026-08-06Fmr LLC5%SCHEDULE 13G
DateRecordFigureOur pageSource
October 14, 2026Leadership change: Alexander Vollert appointed, Director—Leadership changesSource
September 14, 2026Leadership change: Mostapha Tahiri appointed, Chief Operating Officer, and 1 more—Leadership changesSource
March 31, 2026Leadership change: C. Jack Read appointed, Chief Accounting Officer—Leadership changesSource

Sturgis Bancorp, Inc.

At 5% or more1
Filings1
Latest filing2026-08-14

Sturgis Bancorp, Inc. has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of common stock, $1 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fourthstone LLC6.62%143,700SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fourthstone LLC0143,7000143,700SCHEDULE 13G, 2026-08-14
Fourthstone Master Opportunity Fund Ltd098,217098,217SCHEDULE 13G, 2026-08-14
Fourthstone GP LLC045,483045,483SCHEDULE 13G, 2026-08-14
Fourthstone QP Opportunity Fund LP025,917025,917SCHEDULE 13G, 2026-08-14
Fourthstone Small-Cap Financials Fund LP019,566019,566SCHEDULE 13G, 2026-08-14
L. Phillip Stone, IV0143,7000143,700SCHEDULE 13G, 2026-08-14

The latest filing identifies Sturgis Bancorp, Inc. by CUSIP 864087101 and gives its principal executive office as 113-125 East Chicago Road, P.O. Box 600, Sturgis, MI 49091 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14Fourthstone LLC6.62%SCHEDULE 13G
DateRecordFigureOur pageSource
September 9, 2026Form D, private offering$25.50M soldForm D pageSource

The Bancorp, Inc.

At 5% or more2
Filings7
Latest filing2026-08-14

The Bancorp, Inc. has 7 Schedule 13D or 13G filings on record since 2025-08-12. 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.

Layoffs on record: 1 filing or notice, latest 2026-09-04 (layoff filings and notices).

HolderPercentSharesLatestEvent date
American Century Investment Management, Inc.8.6%3,589,894SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Capital Management5%2,082,956SCHEDULE 13G, 2026-07-312026-06-30
Fmr LLC4.5%1,897,854SCHEDULE 13G/A, 2026-05-062026-03-31
Wellington Management Group LLP3.1%1,407,015SCHEDULE 13G/A, 2025-11-122025-09-30
Invesco Ltd.2.7%1,138,682SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
American Century Investment Management, Inc.3,289,79303,589,8940SCHEDULE 13G/A, 2026-08-14
American Century Companies, Inc.3,289,79303,589,8940SCHEDULE 13G/A, 2026-08-14
Stowers Institute for Medical Research3,289,79303,589,8940SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management311,53402,082,9560SCHEDULE 13G, 2026-07-31
Fmr LLC1,894,61601,897,8540SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson001,897,8540SCHEDULE 13G/A, 2026-05-06
Invesco Ltd.1,090,36801,138,6820SCHEDULE 13G/A, 2026-05-06

The latest filing identifies The Bancorp, Inc. by CUSIP 05969A105 and gives its principal executive office as 409 Silverside Road, Wilmington, DE 19809 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP5.2%SCHEDULE 13G
2025-11-12Wellington Management Group LLP3.1%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-06Fmr LLC4.5%SCHEDULE 13G/A
2026-05-06Invesco Ltd.2.7%SCHEDULE 13G/A
2026-07-31Vanguard Capital Management5%SCHEDULE 13G
2026-08-14American Century Investment Management, Inc.8.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
September 4, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Tri-County Financial Group Inc

At 5% or more1
Filings1
Latest filing2026-08-14

Tri-County Financial Group Inc has 1 Schedule 13D or 13G filing on record since 2026-08-14. 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
AllianceBernstein L.P.9.1%215,914SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.215,9140215,9140SCHEDULE 13G, 2026-08-14

The latest filing identifies Tri-County Financial Group Inc by CUSIP 89546P108 and gives its principal executive office as 706 WASHINGTON STREET, MENDOTA (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14AllianceBernstein L.P.9.1%SCHEDULE 13G

Triumph Financial, Inc.

At 5% or more4
Filings7
Latest filing2026-08-13

Triumph Financial, Inc. has 7 Schedule 13D or 13G filings on record since 2025-11-13. 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
AltraVue Capital, LLC6.4%1,515,877SCHEDULE 13G, 2026-01-142025-12-31
State Street Corporation6.1%1,452,113SCHEDULE 13G, 2026-05-122026-03-31
Kayne Anderson Rudnick Investment Management, LLC6%1,423,285SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Capital Management5.01%1,194,592SCHEDULE 13G, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
State Street Corporation0158,03401,452,113SCHEDULE 13G, 2026-05-12
Kayne Anderson Rudnick Investment Management, LLC717,518663,105760,180663,105SCHEDULE 13G/A, 2026-08-13
Vanguard Capital Management174,97301,194,5920SCHEDULE 13G, 2026-07-31
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Triumph Financial, Inc. by CUSIP 89679E300 and gives its principal executive office as 12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX 75251 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-11-13Kayne Anderson Rudnick Investment Management, LLC11.5%SCHEDULE 13G/A
2026-01-14AltraVue Capital, LLC6.4%SCHEDULE 13G
2026-02-13Kayne Anderson Rudnick Investment Management, LLC8.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-12State Street Corporation6.1%SCHEDULE 13G
2026-07-31Vanguard Capital Management5.01%SCHEDULE 13G
2026-08-13Kayne Anderson Rudnick Investment Management, LLC6%SCHEDULE 13G/A

United Community Banks Inc

At 5% or more4
Filings6
Latest filing2026-08-06

United Community Banks Inc has 6 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 Management6.77%8,107,083SCHEDULE 13G, 2026-04-292026-03-31
Fmr LLC6.7%8,027,052SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Capital Management5.28%6,319,637SCHEDULE 13G, 2026-04-302026-03-31
State Street Corporation5.2%6,232,961SCHEDULE 13G, 2026-05-122026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management62,09108,107,0830SCHEDULE 13G, 2026-04-29
Fmr LLC8,007,80408,027,0520SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson008,027,0520SCHEDULE 13G/A, 2026-08-06
Vanguard Capital Management943,44806,319,6370SCHEDULE 13G, 2026-04-30
State Street Corporation0846,44706,232,961SCHEDULE 13G, 2026-05-12

The latest filing identifies United Community Banks Inc by CUSIP 90984P303 and gives its principal executive office as 200 E. CAMPERDOWN WAY, GREENVILLE, SC 29601 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-08-11State Street Corporation4.9%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.77%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.28%SCHEDULE 13G
2026-05-12State Street Corporation5.2%SCHEDULE 13G
2026-08-06Fmr LLC6.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 19, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
August 3, 2026Leadership change: Carl Carande appointed, and 1 more—Leadership changesSource
April 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Univest Financial Corp

At 5% or more2
Filings6
Latest filing2026-08-06

Univest Financial Corp has 6 Schedule 13D or 13G filings on record since 2025-08-13. 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
Fmr LLC5.6%1,570,525SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Capital Management5.07%1,424,911SCHEDULE 13G, 2026-04-302026-03-31
Manulife Investment Management (US) LLC4.61%1,327,838SCHEDULE 13G/A, 2025-11-142025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC1,570,39701,570,5250SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson001,570,5250SCHEDULE 13G/A, 2026-08-06
Vanguard Capital Management207,56801,424,9110SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Univest Financial Corp by CUSIP 915271100 and gives its principal executive office as 14 NORTH MAIN STREET, PO BOX 197, SOUDERTON, PA 18964 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-08-13Manulife Investment Management (US) LLC5.09%SCHEDULE 13G
2025-11-14Manulife Investment Management (US) LLC4.61%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.07%SCHEDULE 13G
2026-05-06Fmr LLC6.8%SCHEDULE 13G/A
2026-08-06Fmr LLC5.6%SCHEDULE 13G/A

Usio, Inc.

At 5% or more3
Filings4
Latest filing2026-08-25

Usio, Inc. has 4 Schedule 13D or 13G filings on record since 2025-12-29. 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
National Services, Inc.9.86%2,721,272SCHEDULE 13G/A, 2026-05-182026-03-10
Whittier Holdings, Inc.9.83%2,713,852SCHEDULE 13G/A, 2026-05-182026-03-10
Tall Pines Capital, LLC5.36%1,748,223SCHEDULE 13G, 2026-08-252026-08-24
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
National Services, Inc.2,721,27202,721,2720SCHEDULE 13G/A, 2026-05-18
Whittier Holdings, Inc.02,713,85202,713,852SCHEDULE 13G/A, 2026-05-18
Whittier Trust Company02,713,85202,713,852SCHEDULE 13G/A, 2026-05-18
Tall Pines Capital, LLC01,748,22300SCHEDULE 13G, 2026-08-25
Stonebridge Wealth Management, LLC0186,36700SCHEDULE 13G, 2026-08-25

The latest filing identifies Usio, Inc. by CUSIP 917313108 and gives its principal executive office as 3611 PAESANOS PARKWAY, SUITE 300, SAN ANTONIO, TX 78231 (SCHEDULE 13G, 2026-08-25).

FiledHolderPercentFiling
2025-12-29National Services, Inc.10.3%SCHEDULE 13G/A
2026-05-18National Services, Inc.9.86%SCHEDULE 13G/A
2026-05-18Whittier Holdings, Inc.9.83%SCHEDULE 13G/A
2026-08-25Tall Pines Capital, LLC5.36%SCHEDULE 13G

WaFd Inc

At 5% or more3
Filings4
Latest filing2026-08-14

WaFd Inc has 4 Schedule 13D or 13G filings on record since 2026-03-27. 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 Management6.4%4,860,151SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.28%4,011,077SCHEDULE 13G, 2026-04-302026-03-31
AllianceBernstein L.P.5.2%3,807,514SCHEDULE 13G, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management39,60604,860,1510SCHEDULE 13G, 2026-04-29
Vanguard Capital Management583,80204,011,0770SCHEDULE 13G, 2026-04-30
AllianceBernstein L.P.3,341,31103,807,5140SCHEDULE 13G, 2026-08-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies WaFd Inc by CUSIP 938824109 and gives its principal executive office as 425 PIKE STREET, SEATTLE (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.4%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.28%SCHEDULE 13G
2026-08-14AllianceBernstein L.P.5.2%SCHEDULE 13G
DateRecordFigureOur pageSource
September 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

WestAmerica Bancorporation

At 5% or more4
Filings5
Latest filing2026-08-14

WestAmerica Bancorporation has 5 Schedule 13D or 13G filings on record since 2026-03-27. 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
American Century Investment Management, Inc.8.3%1,958,072SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Portfolio Management7.33%1,773,131SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.9%1,394,074SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.28%1,278,326SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
American Century Investment Management, Inc.1,920,87401,958,0720SCHEDULE 13G/A, 2026-08-14
American Century Companies, Inc.1,920,87401,958,0720SCHEDULE 13G/A, 2026-08-14
Stowers Institute for Medical Research1,920,87401,958,0720SCHEDULE 13G/A, 2026-08-14
Vanguard Portfolio Management13,58101,773,1310SCHEDULE 13G, 2026-04-29
State Street Corporation0283,75601,394,074SCHEDULE 13G, 2026-08-07
Vanguard Capital Management183,24801,278,3260SCHEDULE 13G, 2026-04-30

The latest filing identifies WestAmerica Bancorporation by CUSIP 957090103 and gives its principal executive office as 1108 Fifth Avenue, San Rafael, CA 94901 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.33%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.28%SCHEDULE 13G
2026-08-07State Street Corporation5.9%SCHEDULE 13G
2026-08-14American Century Investment Management, Inc.8.3%SCHEDULE 13G/A

Western Alliance Bancorp

At 5% or more3
Filings12
Latest filing2026-10-30

Western Alliance Bancorp has 12 Schedule 13D or 13G filings on record since 2025-08-14. 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
T. Rowe Price Associates, Inc.5.8%6,313,061SCHEDULE 13G/A, 2026-08-142026-06-30
Invesco Ltd.5.4%5,871,003SCHEDULE 13G, 2026-08-132026-06-30
Vanguard Capital Management5.02%5,483,998SCHEDULE 13G, 2026-07-312026-06-30
Vanguard Portfolio Management4.99%5,448,381SCHEDULE 13G/A, 2026-10-302026-09-30
Barrow Hanley Mewhinney & Strauss LLC2.15%2,362,939SCHEDULE 13G, 2026-05-132026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
T. Rowe Price Associates, Inc.6,212,97706,313,0610SCHEDULE 13G/A, 2026-08-14
Invesco Ltd.5,825,01505,871,0030SCHEDULE 13G, 2026-08-13
Vanguard Capital Management810,91405,483,9980SCHEDULE 13G, 2026-07-31
Vanguard Portfolio Management46,17305,448,3810SCHEDULE 13G/A, 2026-10-30

The latest filing identifies Western Alliance Bancorp by CUSIP 957638109 and gives its principal executive office as 1 East Washington Street, Suite 1400, Phoenix, AZ 85004 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2025-08-14T. Rowe Price Associates, Inc.5.7%SCHEDULE 13G/A
2025-11-12Barrow Hanley Mewhinney & Strauss LLC5.42%SCHEDULE 13G
2025-11-14T. Rowe Price Associates, Inc.7.2%SCHEDULE 13G/A
2026-02-11Barrow Hanley Mewhinney & Strauss LLC5.86%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-06Invesco Ltd.4.7%SCHEDULE 13G/A
2026-05-13Barrow Hanley Mewhinney & Strauss LLC2.15%SCHEDULE 13G
2026-07-31Vanguard Capital Management5.02%SCHEDULE 13G
2026-07-31Vanguard Portfolio Management5.01%SCHEDULE 13G
2026-08-13Invesco Ltd.5.4%SCHEDULE 13G
2026-08-14T. Rowe Price Associates, Inc.5.8%SCHEDULE 13G/A
2026-10-30Vanguard Portfolio Management4.99%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 12, 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.