On this page
- Affinity Bancshares, Inc.
- Ameris Bancorp
- Ames National Corporation
- Axos Financial Inc
- Bank of Hawaii Corp
- Bank Of The James Financial Group Inc
- Broadway Financial Corporation
- BV Financial Inc
- Byline Bancorp, Inc
- Camden National Corp
- Citizens Financial Group, Inc.
- City Holding Co
- Columbia Banking System, Inc.
- Commerce Bancshares Inc
- Community Financial System Inc
- Consumers Bancorp, Inc.
- Credicorp Ltd.
- Cullen/Frost Bankers Inc
- Dime Community Bancshares Inc
- Eagle Bancorp Inc
- Eastern Bankshares Inc
- Esquire Financial Holdings, Inc.
- Euronet Worldwide, Inc.
- F&M Bank Corp
- Fifth District Bancorp Inc
- Fifth Third Bancorp
- First Bancorp/Puerto Rico
- First Busey Corporation
- First Commonwealth Financial Corp
- First Community Corporation
- First National Corporation
- First Seacoast Bancorp, Inc.
- Flushing Financial Corporation
- F.N.B. Corporation
- Foresight Financial Group Inc.
- Fulton Financial Corp
- Glacier Bancorp Inc
- HomeTrust Bancshares
- Muncy Columbia Financial Corporation
- Nbt Bancorp Inc
- Nicolet Bankshares Inc
- Northern Trust Corp
- Northwest Bancshares Inc
- Norwood Financial Corp
- OptimumBank Holdings Inc
- Pathward Financial Inc
- PFS Bancorp, Inc.
- Pinnacle Financial Partners Inc
- PSB Financial, Inc.
- RBB Bancorp (RBB)
- S&T Bancorp Inc
- Security Midwest Bancorp, Inc.
- Sound Financial Bancorp Inc
- South Plains Financial, Inc.
- Southern First Bancshares, Inc.
- State Street Corp
- Sturgis Bancorp, Inc.
- The Bancorp, Inc.
- Tri-County Financial Group Inc
- Triumph Financial, Inc.
- United Community Banks Inc
- Univest Financial Corp
- Usio, Inc.
- WaFd Inc
- WestAmerica Bancorporation
- Western Alliance Bancorp
Ameris Bancorp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 13.6% | 9,347,196 | SCHEDULE 13G/A, 2025-07-18 | 2025-06-30 |
| Vanguard Portfolio Management | 5.49% | 3,731,722 | SCHEDULE 13G, 2026-04-28 | 2026-03-31 |
| State Street Corporation | 5.2% | 3,490,328 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Capital Management | 5% | 3,396,633 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Wellington Management Group LLP | 4.8% | 3,271,948 | SCHEDULE 13G/A, 2025-11-12 | 2025-09-30 |
| North Reef Capital Management LP | 4.06% | 2,732,243 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| State Street Corporation | 0 | 496,338 | 0 | 3,490,328 | SCHEDULE 13G, 2026-08-07 |
| Vanguard Capital Management | 500,288 | 0 | 3,396,633 | 0 | SCHEDULE 13G, 2026-04-29 |
| North Reef Capital Management LP | 0 | 2,732,243 | 0 | 2,732,243 | SCHEDULE 13G/A, 2026-08-14 |
| North Reef Capital Management GP LLC | 0 | 2,732,243 | 0 | 2,732,243 | SCHEDULE 13G/A, 2026-08-14 |
| James Hanna, III | 0 | 2,732,243 | 0 | 2,732,243 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-18 | BlackRock, Inc. | 13.6% | SCHEDULE 13G/A |
| 2025-11-12 | Wellington Management Group LLP | 4.8% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-28 | Vanguard Portfolio Management | 5.49% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Capital Management | 5% | SCHEDULE 13G |
| 2026-05-15 | North Reef Capital Management LP | 5.04% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5.2% | SCHEDULE 13G |
| 2026-08-14 | North Reef Capital Management LP | 4.06% | SCHEDULE 13G/A |
Ames National Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Capital Management | 5.17% | 458,547 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Fourthstone LLC | 0.19% | 16,768 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Capital Management | 58,328 | 0 | 458,547 | 0 | SCHEDULE 13G, 2026-04-29 |
| Fourthstone LLC | 0 | 16,768 | 0 | 16,768 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 11,617 | 0 | 11,617 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 5,151 | 0 | 5,151 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 3,410 | 0 | 3,410 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 1,741 | 0 | 1,741 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 16,768 | 0 | 16,768 | SCHEDULE 13G/A, 2026-08-14 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.17% | SCHEDULE 13G |
| 2026-05-15 | Fourthstone LLC | 7.71% | SCHEDULE 13G |
| 2026-08-14 | Fourthstone LLC | 0.19% | SCHEDULE 13G/A |
Axos Financial Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 5.5% | 3,118,098 | SCHEDULE 13G, 2026-04-28 | 2026-03-31 |
| State Street Corporation | 5.3% | 3,023,908 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Capital Management | 5.09% | 2,886,101 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Fmr LLC | 4% | 2,263,874 | SCHEDULE 13G/A, 2026-11-05 | 2026-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 27,323 | 0 | 3,118,098 | 0 | SCHEDULE 13G, 2026-04-28 |
| State Street Corporation | 0 | 449,851 | 0 | 3,023,908 | SCHEDULE 13G, 2026-08-07 |
| Vanguard Capital Management | 432,027 | 0 | 2,886,101 | 0 | SCHEDULE 13G, 2026-04-29 |
| Fmr LLC | 2,257,538 | 0 | 2,263,874 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| Abigail P. Johnson | 0 | 0 | 2,263,874 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-11 | State Street Corporation | 4.7% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-28 | Vanguard Portfolio Management | 5.5% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Capital Management | 5.09% | SCHEDULE 13G |
| 2026-08-06 | Fmr LLC | 5.2% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5.3% | SCHEDULE 13G |
| 2026-11-05 | Fmr LLC | 4% | SCHEDULE 13G/A |
Bank of Hawaii Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.42% | 2,552,703 | SCHEDULE 13G, 2026-04-28 | 2026-03-31 |
| Vanguard Capital Management | 5.26% | 2,093,103 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Kayne Anderson Rudnick Investment Management, LLC | 4.6% | 1,834,566 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 29,871 | 0 | 2,552,703 | 0 | SCHEDULE 13G, 2026-04-28 |
| Vanguard Capital Management | 302,373 | 0 | 2,093,103 | 0 | SCHEDULE 13G, 2026-04-29 |
| Kayne Anderson Rudnick Investment Management, LLC | 1,122,422 | 330,434 | 1,504,132 | 330,434 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-13 | Kayne Anderson Rudnick Investment Management, LLC | 4.9% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-28 | Vanguard Portfolio Management | 6.42% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Capital Management | 5.26% | SCHEDULE 13G |
| 2026-05-14 | Kayne Anderson Rudnick Investment Management, LLC | 5% | SCHEDULE 13G/A |
| 2026-08-13 | Kayne Anderson Rudnick Investment Management, LLC | 4.6% | SCHEDULE 13G/A |
Bank Of The James Financial Group Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fourthstone LLC | 7.36% | 334,491 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Pettyjohn, Wood & White, Inc | 4.9% | 224,259 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fourthstone LLC | 0 | 334,491 | 0 | 334,491 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 257,075 | 0 | 257,075 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 77,416 | 0 | 77,416 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 70,572 | 0 | 70,572 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 6,844 | 0 | 6,844 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 334,491 | 0 | 334,491 | SCHEDULE 13G/A, 2026-08-14 |
| Pettyjohn, Wood & White, Inc | 224,259 | — | — | 224,259 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-13 | Fourthstone LLC | 7.09% | SCHEDULE 13G |
| 2026-05-15 | Pettyjohn, Wood & White, Inc | 4.9% | SCHEDULE 13G/A |
| 2026-05-15 | Fourthstone LLC | 8.48% | SCHEDULE 13G/A |
| 2026-08-14 | Fourthstone LLC | 7.36% | SCHEDULE 13G/A |
Broadway Financial Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| M3 Funds, LLC | 8.86% | 547,529 | SCHEDULE 13G/A, 2026-08-11 | 2026-06-30 |
| Vanguard Capital Management | 5.54% | 344,245 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| M3 Funds, LLC | 0 | 547,529 | 0 | 547,529 | SCHEDULE 13G/A, 2026-08-11 |
| M3 Partners, LP | 0 | 547,529 | 0 | 547,529 | SCHEDULE 13G/A, 2026-08-11 |
| M3F, Inc. | 0 | 547,529 | 0 | 547,529 | SCHEDULE 13G/A, 2026-08-11 |
| Jason A. Stock | 0 | 547,529 | 0 | 547,529 | SCHEDULE 13G/A, 2026-08-11 |
| William C. Waller | 0 | 547,529 | 0 | 547,529 | SCHEDULE 13G/A, 2026-08-11 |
| Vanguard Capital Management | 30,289 | 0 | 344,245 | 0 | SCHEDULE 13G, 2026-04-29 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-18 | M3 Funds, LLC | 7.16% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.54% | SCHEDULE 13G |
| 2026-08-11 | M3 Funds, LLC | 8.86% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 2, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
BV Financial Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BayVanguard Bank Employee Stock Ownership Plan Trust | 9.6% | 853,899 | SCHEDULE 13G/A, 2026-02-11 | 2025-12-31 |
| AllianceBernstein L.P. | 8.8% | 764,934 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| BlackRock, Inc. | 5.4% | 536,009 | SCHEDULE 13G, 2025-10-17 | 2025-09-30 |
| Fourthstone LLC | 2.99% | 297,624 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BayVanguard Bank Employee Stock Ownership Plan Trust | 666,330 | 187,569 | 842,743 | 11,156 | SCHEDULE 13G/A, 2026-02-11 |
| AllianceBernstein L.P. | 764,934 | 0 | 764,934 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-10-17 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
| 2025-10-30 | The Vanguard Group | 5.03% | SCHEDULE 13G |
| 2025-11-14 | Fourthstone LLC | 2.99% | SCHEDULE 13G/A |
| 2025-12-04 | AllianceBernstein L.P. | 10.3% | SCHEDULE 13G/A |
| 2026-02-11 | BayVanguard Bank Employee Stock Ownership Plan Trust | 9.6% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-08-14 | AllianceBernstein L.P. | 8.8% | SCHEDULE 13G/A |
Byline Bancorp, Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Antonio Del Valle Perochena | 25.6% | 11,575,953 | SCHEDULE 13G/A, 2026-08-17 | 2026-08-07 |
| Dimensional Fund Advisors LP | 5.1% | 2,322,339 | SCHEDULE 13G, 2025-10-09 | 2025-09-30 |
| BlackRock, Inc. | 5.02% | 2,300,335 | SCHEDULE 13G, 2025-10-17 | 2025-09-30 |
| Estate of Daniel L. Goodwin | 0% | 13,613 | SCHEDULE 13G/A, 2025-07-07 | 2025-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Mbg Investors I, LP | — | 11,535,145 | — | 11,535,145 | SCHEDULE 13G/A, 2026-08-17 |
| Antonio Del Valle Perochena | 40,808 | 11,535,145 | 40,808 | 11,535,145 | SCHEDULE 13G/A, 2026-08-17 |
| Dimensional Fund Advisors LP | 2,283,888 | 0 | 2,322,339 | 0 | SCHEDULE 13G, 2025-10-09 |
| BlackRock, Inc. | 2,231,199 | 0 | 2,300,335 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-07 | Estate of Daniel L. Goodwin | 0% | SCHEDULE 13G/A |
| 2025-07-16 | BlackRock, Inc. | 4.6% | SCHEDULE 13G/A |
| 2025-10-09 | Dimensional Fund Advisors LP | 5.1% | SCHEDULE 13G |
| 2025-10-17 | BlackRock, Inc. | 5.02% | SCHEDULE 13G |
| 2026-08-17 | Antonio Del Valle Perochena | 25.6% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 8, 2026 | Leadership change: Brogan M. Ptacin departs, Executive Vice President, and 3 more | — | Leadership changes | Source |
Camden National Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Franklin Resources, Inc. | 9.3% | 1,565,821 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Fmr LLC | 7.9% | 1,330,677 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| Dimensional Fund Advisors LP | 5.1% | 862,045 | SCHEDULE 13G, 2026-07-14 | 2026-06-30 |
| Vanguard Capital Management | 4.96% | 839,332 | SCHEDULE 13G/A, 2026-10-30 | 2026-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Franklin Mutual Advisers, LLC | 0% | 0 | SCHEDULE 13G/A, 2026-04-28 | 2026-03-31 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Franklin Resources, Inc. | 1,465,350 | 0 | 1,565,821 | 0 | SCHEDULE 13G, 2026-04-29 |
| Charles B. Johnson | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-04-29 |
| Rupert H. Johnson, Jr. | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-04-29 |
| Franklin Mutual Advisers, LLC | 1,453,610 | 0 | 1,554,081 | 0 | SCHEDULE 13G, 2026-04-29 |
| Fmr LLC | 1,330,065 | 0 | 1,330,677 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 1,330,677 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Dimensional Fund Advisors LP | 845,226 | 0 | 862,045 | 0 | SCHEDULE 13G, 2026-07-14 |
| Vanguard Capital Management | 126,468 | 0 | 839,332 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-28 | Franklin Mutual Advisers, LLC | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Franklin Resources, Inc. | 9.3% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Capital Management | 5.24% | SCHEDULE 13G |
| 2026-07-14 | Dimensional Fund Advisors LP | 5.1% | SCHEDULE 13G |
| 2026-08-06 | Fmr LLC | 7.9% | SCHEDULE 13G/A |
| 2026-10-30 | Vanguard Capital Management | 4.96% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| May 11, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Citizens Financial Group, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Capital Management | 7.34% | 31,212,801 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Capital World Investors | 5.6% | 23,539,168 | SCHEDULE 13G/A, 2026-08-12 | 2026-06-30 |
| State Street Corporation | 5% | 21,263,407 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Capital World Investors | 23,249,957 | 0 | 23,539,168 | 0 | SCHEDULE 13G/A, 2026-08-12 |
| State Street Corporation | 0 | 3,533,638 | 0 | 21,241,311 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 7.34% | SCHEDULE 13G |
| 2026-05-12 | State Street Corporation | 4.8% | SCHEDULE 13G |
| 2026-05-14 | Capital World Investors | 6.6% | SCHEDULE 13G/A |
| 2026-08-07 | State Street Corporation | 5% | SCHEDULE 13G |
| 2026-08-12 | Capital World Investors | 5.6% | SCHEDULE 13G/A |
City Holding Co
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.72% | 965,869 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| State Street Corporation | 5.4% | 765,095 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Capital Management | 5.03% | 723,981 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 9,741 | 0 | 965,869 | 0 | SCHEDULE 13G, 2026-04-29 |
| State Street Corporation | 0 | 119,491 | 0 | 765,095 | SCHEDULE 13G, 2026-08-07 |
| Vanguard Capital Management | 108,943 | 0 | 723,981 | 0 | SCHEDULE 13G, 2026-04-29 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.03% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 6.72% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5.4% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 30, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| May 28, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| April 29, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| April 29, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Columbia Banking System, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Capital Management | 5.24% | 15,490,848 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Wellington Management Group LLP | 4.1% | 11,686,430 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Capital Management | 2,266,223 | 0 | 15,490,848 | 0 | SCHEDULE 13G, 2026-04-29 |
| Wellington Management Group LLP | 0 | 10,208,638 | 0 | 11,686,430 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 10,208,638 | 0 | 11,686,430 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 10,208,638 | 0 | 11,686,430 | SCHEDULE 13G/A, 2026-08-13 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-10 | Wellington Management Group LLP | 6.1% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.24% | SCHEDULE 13G |
| 2026-08-13 | Wellington Management Group LLP | 4.1% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 27, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| July 30, 2026 | Leadership change: Simone Lagomarsino appointed | — | Leadership changes | Source |
Community Financial System Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 7% | 3,678,108 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| Vanguard Portfolio Management | 6.76% | 3,551,884 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Capital Management | 5.27% | 2,773,406 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fmr LLC | 3,675,029 | 0 | 3,678,108 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 3,678,108 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Vanguard Portfolio Management | 26,124 | 0 | 3,551,884 | 0 | SCHEDULE 13G, 2026-04-29 |
| Vanguard Capital Management | 399,267 | 0 | 2,773,406 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.27% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 6.76% | SCHEDULE 13G |
| 2026-05-06 | Fmr LLC | 5.8% | SCHEDULE 13G |
| 2026-08-06 | Fmr LLC | 7% | SCHEDULE 13G/A |
Consumers Bancorp, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fourthstone LLC | 7.36% | 231,407 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fourthstone LLC | 0 | 231,407 | 0 | 231,407 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 181,321 | 0 | 181,321 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone GP LLC | 0 | 50,086 | 0 | 50,086 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 49,409 | 0 | 49,409 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 677 | 0 | 677 | SCHEDULE 13G, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 231,407 | 0 | 231,407 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-08-14 | Fourthstone LLC | 7.36% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 30, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| June 30, 2026 | Leadership change: Scott E. Dodds departs, Executive Vice President, Senior Loan Officer | — | Leadership changes | Source |
Credicorp Ltd.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Capital World Investors | 5.6% | 4,405,688 | SCHEDULE 13G, 2026-08-12 | 2026-06-30 |
| BlackRock, Inc. | 4.5% | 4,288,274 | SCHEDULE 13G/A, 2026-08-03 | 2026-06-30 |
| Dodge & Cox | 4.1% | 3,870,940 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Capital World Investors | 4,405,688 | 0 | 4,405,688 | 0 | SCHEDULE 13G, 2026-08-12 |
| BlackRock, Inc. | 4,043,107 | 0 | 4,288,274 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-13 | Dodge & Cox | 4.1% | SCHEDULE 13G/A |
| 2026-04-27 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
| 2026-04-30 | BlackRock, Inc. | 4.5% | SCHEDULE 13G/A |
| 2026-07-27 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
| 2026-08-03 | BlackRock, Inc. | 4.5% | SCHEDULE 13G/A |
| 2026-08-12 | Capital World Investors | 5.6% | SCHEDULE 13G |
Cullen/Frost Bankers Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Aristotle Capital Management, LLC | 7.54% | 4,765,009 | SCHEDULE 13G/A, 2026-06-02 | 2026-03-31 |
| Vanguard Portfolio Management | 5.13% | 3,233,261 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| State Street Corporation | 5.1% | 3,218,876 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Capital Management | 5.05% | 3,185,170 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 4,547,105 | 0 | 4,765,009 | 0 | SCHEDULE 13G/A, 2026-06-02 |
| Vanguard Portfolio Management | 8,442 | 0 | 3,233,261 | 0 | SCHEDULE 13G, 2026-04-29 |
| State Street Corporation | 0 | 473,803 | 0 | 3,218,476 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Aristotle Capital Management, LLC | 8.7% | SCHEDULE 13G/A |
| 2025-11-10 | State Street Corporation | 5.2% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.05% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 5.13% | SCHEDULE 13G |
| 2026-05-12 | State Street Corporation | 4.9% | SCHEDULE 13G |
| 2026-06-02 | Aristotle Capital Management, LLC | 7.54% | SCHEDULE 13G/A |
| 2026-08-07 | State Street Corporation | 5.1% | SCHEDULE 13G |
Eagle Bancorp Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 12.9% | 3,913,211 | SCHEDULE 13G/A, 2025-10-17 | 2025-09-30 |
| North Reef Capital Management LP | 5.62% | 1,713,535 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| T. Rowe Price Investment Management, Inc. | 5.5% | 1,688,633 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Dimensional Fund Advisors LP | 4.2% | 1,274,556 | SCHEDULE 13G/A, 2026-01-21 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| North Reef Capital Management LP | 0 | 1,713,535 | 0 | 1,713,535 | SCHEDULE 13G/A, 2026-08-14 |
| North Reef Capital Management GP LLC | 0 | 1,713,535 | 0 | 1,713,535 | SCHEDULE 13G/A, 2026-08-14 |
| James Hanna, III | 0 | 1,713,535 | 0 | 1,713,535 | SCHEDULE 13G/A, 2026-08-14 |
| T. Rowe Price Investment Management, Inc. | 1,675,471 | 0 | 1,688,633 | 0 | SCHEDULE 13G, 2026-08-14 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 7.01% | SCHEDULE 13G/A |
| 2025-10-17 | BlackRock, Inc. | 12.9% | SCHEDULE 13G/A |
| 2025-10-24 | North Reef Capital Management LP | 8.7% | SCHEDULE 13G |
| 2026-01-21 | Dimensional Fund Advisors LP | 4.2% | SCHEDULE 13G/A |
| 2026-02-17 | North Reef Capital Management LP | 9.68% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-08-14 | North Reef Capital Management LP | 5.62% | SCHEDULE 13G/A |
| 2026-08-14 | T. Rowe Price Investment Management, Inc. | 5.5% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 14, 2026 | Leadership change: Stephen R. Curley appointed | — | Leadership changes | Source |
| July 6, 2026 | Leadership change: Stephen R. Curley appointed | — | Leadership changes | Source |
| May 12, 2026 | Leadership change: Susan Riel departs, President and Chief Executive Officer | — | Leadership changes | Source |
Esquire Financial Holdings, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Mawer Investment Management Ltd. | 6.76% | 583,871 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| Wasatch Advisors LP | 4.3% | 366,186 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Mawer Investment Management Ltd. | 583,871 | 0 | 583,871 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Wasatch Advisors LP | 352,814 | 0 | 366,186 | 0 | SCHEDULE 13G/A, 2025-08-14 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 5.08% | SCHEDULE 13G |
| 2025-08-14 | Wasatch Advisors LP | 4.3% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-08-06 | Mawer Investment Management Ltd. | 6.76% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 3, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| April 2, 2026 | Leadership change: Selig Zises departs, Director | — | Leadership changes | Source |
Euronet Worldwide, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Bank of Montreal | 5.81% | 2,214,718 | SCHEDULE 13G, 2026-08-12 | 2026-06-30 |
| Vanguard Capital Management | 4.9% | 1,866,508 | SCHEDULE 13G/A, 2026-07-31 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 1% | 408,479 | SCHEDULE 13G/A, 2026-01-08 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Bank of Montreal | 1,624,786 | 0 | 2,214,718 | 0 | SCHEDULE 13G, 2026-08-12 |
| Bank Of Montreal Holding Inc. | 2,828 | 0 | 2,828 | 0 | SCHEDULE 13G, 2026-08-12 |
| Bmo Nesbitt Burns Inc. | 2,828 | 0 | 2,828 | 0 | SCHEDULE 13G, 2026-08-12 |
| Bmo Asset Management Inc. | 2,500 | 0 | 2,500 | 0 | SCHEDULE 13G, 2026-08-12 |
| Bmo Financial Corp. | 475 | 0 | 5,614 | 0 | SCHEDULE 13G, 2026-08-12 |
| Bmo Bank N.A. | 475 | 0 | 795 | 0 | SCHEDULE 13G, 2026-08-12 |
| Bmo Family Office, LLC | 0 | 0 | 4,819 | 0 | SCHEDULE 13G, 2026-08-12 |
| Vanguard Capital Management | 279,813 | 0 | 1,866,508 | 0 | SCHEDULE 13G/A, 2026-07-31 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-01-08 | Allspring Global Investments Holdings, LLC | 1% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.14% | SCHEDULE 13G |
| 2026-07-31 | Vanguard Capital Management | 4.9% | SCHEDULE 13G/A |
| 2026-08-12 | Bank of Montreal | 5.81% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| April 28, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
F&M Bank Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fourthstone LLC | 8.97% | 319,335 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fourthstone LLC | 0 | 319,335 | 0 | 319,335 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 241,254 | 0 | 241,254 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 78,081 | 0 | 78,081 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 66,132 | 0 | 66,132 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 11,949 | 0 | 11,949 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 319,335 | 0 | 319,335 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | Fourthstone LLC | 8.65% | SCHEDULE 13G/A |
| 2026-05-15 | Fourthstone LLC | 9.98% | SCHEDULE 13G/A |
| 2026-08-14 | Fourthstone LLC | 8.97% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 28, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| August 26, 2026 | Leadership change: Erica N. Truban appointed, Director | — | Leadership changes | Source |
Fifth District Bancorp Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fifth District Savings Bank Employee Stock Ownership Plan Trust | 8.3% | 444,719 | SCHEDULE 13G, 2026-02-17 | 2025-12-31 |
| AllianceBernstein L.P. | 6.8% | 356,440 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| FJ Capital Management LLC | 4.46% | 247,691 | SCHEDULE 13G/A, 2025-08-13 | 2025-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fifth District Savings Bank Employee Stock Ownership Plan Trust | 400,282 | 44,437 | 444,719 | 0 | SCHEDULE 13G, 2026-02-17 |
| AllianceBernstein L.P. | 356,440 | 0 | 356,440 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| FJ Capital Management LLC | 0 | 247,691 | 0 | 247,691 | SCHEDULE 13G/A, 2025-08-13 |
| Financial Opportunity Fund LLC | 0 | 247,691 | 0 | 247,691 | SCHEDULE 13G/A, 2025-08-13 |
| Martin Friedman | 0 | 247,691 | 0 | 247,691 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | FJ Capital Management LLC | 4.46% | SCHEDULE 13G/A |
| 2026-02-17 | Fifth District Savings Bank Employee Stock Ownership Plan Trust | 8.3% | SCHEDULE 13G |
| 2026-02-17 | AllianceBernstein L.P. | 5% | SCHEDULE 13G |
| 2026-08-14 | AllianceBernstein L.P. | 6.8% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| June 9, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Fifth Third Bancorp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 8% | 72,600,402 | SCHEDULE 13G/A, 2026-04-24 | 2026-03-31 |
| Vanguard Capital Management | 7.46% | 67,625,359 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Portfolio Management | 5.2% | 47,155,811 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| T. Rowe Price Associates, Inc. | 4.3% | 39,088,402 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 67,072,084 | 0 | 72,600,402 | 0 | SCHEDULE 13G/A, 2026-04-24 |
| Vanguard Capital Management | 9,194,819 | 0 | 67,625,359 | 0 | SCHEDULE 13G, 2026-04-29 |
| Vanguard Portfolio Management | 122,251 | 0 | 47,155,811 | 0 | SCHEDULE 13G, 2026-04-29 |
| T. Rowe Price Associates, Inc. | 37,747,009 | 0 | 39,088,402 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-06 | BlackRock, Inc. | 10.3% | SCHEDULE 13G/A |
| 2026-02-17 | T. Rowe Price Associates, Inc. | 5.4% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-24 | BlackRock, Inc. | 8% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 7.46% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 5.2% | SCHEDULE 13G |
| 2026-08-14 | T. Rowe Price Associates, Inc. | 4.3% | SCHEDULE 13G/A |
First Bancorp/Puerto Rico
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8.39% | 13,074,748 | SCHEDULE 13G, 2026-04-28 | 2026-03-31 |
| Vanguard Capital Management | 5.23% | 8,154,903 | SCHEDULE 13G, 2026-04-28 | 2026-03-31 |
| Fmr LLC | 3.9% | 6,039,458 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 70,528 | 0 | 13,074,748 | 0 | SCHEDULE 13G, 2026-04-28 |
| Vanguard Capital Management | 1,179,122 | 0 | 8,154,903 | 0 | SCHEDULE 13G, 2026-04-28 |
| Fmr LLC | 6,036,218 | 0 | 6,039,458 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 6,039,458 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-28 | Vanguard Capital Management | 5.23% | SCHEDULE 13G |
| 2026-04-28 | Vanguard Portfolio Management | 8.39% | SCHEDULE 13G |
| 2026-08-06 | Fmr LLC | 3.9% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 1, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
First Busey Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 5.8% | 4,866,039 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 4,764,648 | 0 | 4,866,039 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 4,764,648 | 0 | 4,866,039 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 4,764,648 | 0 | 4,866,039 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 4,764,648 | 0 | 4,866,039 | SCHEDULE 13G/A, 2026-08-13 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-12 | Wellington Management Group LLP | 8% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 5.8% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 31, 2026 | Leadership change: Stanley J. Bradshaw departs, Director | — | Leadership changes | Source |
| July 14, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
First Commonwealth Financial Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.14% | 6,278,887 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| State Street Corporation | 5.2% | 5,259,965 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Capital Management | 5.07% | 5,182,686 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 52,752 | 0 | 6,278,887 | 0 | SCHEDULE 13G, 2026-04-29 |
| State Street Corporation | 0 | 820,526 | 0 | 5,259,965 | SCHEDULE 13G, 2026-08-07 |
| Vanguard Capital Management | 768,399 | 0 | 5,182,686 | 0 | SCHEDULE 13G, 2026-04-29 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.07% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 6.14% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5.2% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 17, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
First Community Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 5.8% | 547,730 | SCHEDULE 13G, 2026-07-28 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Fourthstone LLC | 0% | 100 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 540,960 | 0 | 547,730 | 0 | SCHEDULE 13G, 2026-07-28 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-03-26 |
| Fourthstone LLC | 0 | 100 | 0 | 100 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 100 | 0 | 100 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 100 | 0 | 100 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 5.57% | SCHEDULE 13G |
| 2025-08-14 | Fourthstone LLC | 7.28% | SCHEDULE 13G |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-07-28 | BlackRock, Inc. | 5.8% | SCHEDULE 13G |
| 2026-08-14 | Fourthstone LLC | 0% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 16, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| August 19, 2026 | Leadership change: Freddie Deutsch departs | — | Leadership changes | Source |
| July 22, 2026 | Leadership change: J. Ted Nissen departs, Chief Banking Officer, and 1 more | — | Leadership changes | Source |
First National Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 5.6% | 507,103 | SCHEDULE 13G, 2026-07-28 | 2026-06-30 |
| Fourthstone LLC | 0% | 100 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 500,715 | 0 | 507,103 | 0 | SCHEDULE 13G, 2026-07-28 |
| Fourthstone LLC | 0 | 100 | 0 | 100 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 85 | 0 | 85 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 15 | 0 | 15 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 15 | 0 | 15 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 100 | 0 | 100 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-05-15 | Fourthstone LLC | 8.56% | SCHEDULE 13G/A |
| 2026-07-28 | BlackRock, Inc. | 5.6% | SCHEDULE 13G |
| 2026-08-14 | Fourthstone LLC | 0% | SCHEDULE 13G/A |
First Seacoast Bancorp, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| First Seacoast Bank Employee Stock Ownership Plan Trust | 8.8% | 414,733 | SCHEDULE 13G/A, 2026-02-12 | 2025-12-31 |
| Spence Limited, LP | 0% | 0 | SCHEDULE 13G/A, 2026-08-11 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| First Seacoast Bank Employee Stock Ownership Plan Trust | 337,789 | 76,944 | 414,733 | 0 | SCHEDULE 13G/A, 2026-02-12 |
| Spence Limited, LP | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-12 | First Seacoast Bank Employee Stock Ownership Plan Trust | 8.8% | SCHEDULE 13G/A |
| 2026-08-11 | Spence Limited, LP | 0% | SCHEDULE 13G/A |
Flushing Financial Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 5% | 1,688,825 | SCHEDULE 13G/A, 2025-10-09 | 2025-09-30 |
| Gamco Investors, Inc. Et Al | 2.9% | 0 | SCHEDULE 13D/A, 2025-08-21 | 2025-08-20 |
| Wellington Management Group LLP | 0% | 0 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Bay Pond Partners, L.P. | 0% | 0 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-13 |
| Bay Pond Partners, L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-13 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-21 | Gamco Investors, Inc. Et Al | 2.9% | SCHEDULE 13D/A |
| 2025-10-09 | Dimensional Fund Advisors LP | 5% | SCHEDULE 13G/A |
| 2025-11-12 | Wellington Management Group LLP | 5.3% | SCHEDULE 13G |
| 2026-01-23 | Bay Pond Partners, L.P. | 5% | SCHEDULE 13G |
| 2026-02-10 | Wellington Management Group LLP | 9.7% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 0% | SCHEDULE 13G/A |
| 2026-08-13 | Bay Pond Partners, L.P. | 0% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| June 1, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
F.N.B. Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 7.2% | 25,752,745 | SCHEDULE 13G/A, 2025-08-06 | 2025-06-30 |
| Vanguard Portfolio Management | 5.57% | 19,801,429 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Capital Management | 5.28% | 18,782,524 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Fuller & Thaler Asset Management, Inc. | 4.69% | 16,708,254 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| First Trust Portfolios L.P. | 3.02% | 10,657,190 | SCHEDULE 13G/A, 2026-10-30 | 2026-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 125,008 | 0 | 19,801,429 | 0 | SCHEDULE 13G, 2026-04-29 |
| Vanguard Capital Management | 2,763,830 | 0 | 18,782,524 | 0 | SCHEDULE 13G, 2026-04-29 |
| Fuller & Thaler Asset Management, Inc. | 16,470,152 | 0 | 16,708,254 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| First Trust Portfolios L.P. | 0 | 0 | 0 | 1,926,647 | SCHEDULE 13G/A, 2026-10-30 |
| First Trust Advisors L.P. | 0 | 8,730,543 | 0 | 10,657,190 | SCHEDULE 13G/A, 2026-10-30 |
| The Charger Corporation | 0 | 8,730,543 | 0 | 10,657,190 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-06 | Fmr LLC | 7.2% | SCHEDULE 13G/A |
| 2026-02-17 | Fuller & Thaler Asset Management, Inc. | 5.87% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.28% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 5.57% | SCHEDULE 13G |
| 2026-07-27 | First Trust Portfolios L.P. | 5.1% | SCHEDULE 13G |
| 2026-08-14 | Fuller & Thaler Asset Management, Inc. | 4.69% | SCHEDULE 13G/A |
| 2026-10-30 | First Trust Portfolios L.P. | 3.02% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| May 19, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Foresight Financial Group Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| AllianceBernstein L.P. | 9.4% | 338,640 | SCHEDULE 13G, 2026-02-17 | 2025-12-31 |
| Fourthstone LLC | 9.14% | 329,498 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| AllianceBernstein L.P. | 338,640 | 0 | 338,640 | 0 | SCHEDULE 13G, 2026-02-17 |
| Fourthstone LLC | 0 | 329,498 | 0 | 329,498 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 257,520 | 0 | 257,520 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone GP LLC | 0 | 71,978 | 0 | 71,978 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 70,704 | 0 | 70,704 | SCHEDULE 13G/A, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 1,274 | 0 | 1,274 | SCHEDULE 13G/A, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 329,498 | 0 | 329,498 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | Fourthstone LLC | 7.97% | SCHEDULE 13G/A |
| 2026-02-13 | Fourthstone LLC | 6.82% | SCHEDULE 13G/A |
| 2026-02-17 | AllianceBernstein L.P. | 9.4% | SCHEDULE 13G |
| 2026-08-14 | Fourthstone LLC | 9.14% | SCHEDULE 13G/A |
Fulton Financial Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.64% | 11,955,173 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Dimensional Fund Advisors LP | 6.2% | 11,240,495 | SCHEDULE 13G/A, 2025-07-15 | 2025-06-30 |
| T. Rowe Price Associates, Inc. | 6.1% | 11,695,669 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Vanguard Capital Management | 5.28% | 9,516,007 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 110,072 | 0 | 11,955,173 | 0 | SCHEDULE 13G, 2026-04-29 |
| T. Rowe Price Associates, Inc. | 11,688,547 | 0 | 11,695,669 | 0 | SCHEDULE 13G, 2026-08-14 |
| Vanguard Capital Management | 1,383,427 | 0 | 9,516,007 | 0 | SCHEDULE 13G, 2026-04-29 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-15 | Dimensional Fund Advisors LP | 6.2% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.28% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 6.64% | SCHEDULE 13G |
| 2026-08-14 | T. Rowe Price Associates, Inc. | 6.1% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 21, 2026 | Leadership change: David S. Schulz appointed, Director | — | Leadership changes | Source |
| May 28, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| April 1, 2026 | Acquired Blue Foundry Bancorp | — | Acquisition | Source |
Glacier Bancorp Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Capital Management | 5.22% | 6,794,523 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Portfolio Management | 5.21% | 6,781,379 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| State Street Corporation | 5% | 6,552,684 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Capital Research Global Investors | 4.3% | 5,581,288 | SCHEDULE 13G/A, 2026-02-12 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Capital Management | 987,963 | 0 | 6,794,523 | 0 | SCHEDULE 13G, 2026-04-29 |
| Vanguard Portfolio Management | 67,194 | 0 | 6,781,379 | 0 | SCHEDULE 13G, 2026-04-29 |
| State Street Corporation | 0 | 1,028,986 | 0 | 6,552,684 | SCHEDULE 13G, 2026-08-07 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-12 | Capital Research Global Investors | 4.3% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 5.22% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 5.21% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5% | SCHEDULE 13G |
Muncy Columbia Financial Corporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fourthstone LLC | 7.8% | 275,794 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fourthstone LLC | 0 | 275,794 | 0 | 275,794 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 215,435 | 0 | 215,435 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone GP LLC | 0 | 60,359 | 0 | 60,359 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 59,516 | 0 | 59,516 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 843 | 0 | 843 | SCHEDULE 13G, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 275,794 | 0 | 275,794 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-08-14 | Fourthstone LLC | 7.8% | SCHEDULE 13G |
Nbt Bancorp Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.7% | 3,502,441 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Fmr LLC | 6.1% | 3,194,614 | SCHEDULE 13G, 2026-11-05 | 2026-09-30 |
| State Street Corporation | 5.3% | 2,731,491 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Capital Management | 5.06% | 2,642,426 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 27,254 | 0 | 3,502,441 | 0 | SCHEDULE 13G, 2026-04-29 |
| Fmr LLC | 3,188,094 | 0 | 3,194,614 | 0 | SCHEDULE 13G, 2026-11-05 |
| Abigail P. Johnson | 0 | 0 | 3,194,614 | 0 | SCHEDULE 13G, 2026-11-05 |
| State Street Corporation | 0 | 403,418 | 0 | 2,731,491 | SCHEDULE 13G, 2026-08-07 |
| Vanguard Capital Management | 389,311 | 0 | 2,642,426 | 0 | SCHEDULE 13G, 2026-04-30 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 6.7% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.06% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5.3% | SCHEDULE 13G |
| 2026-11-05 | Fmr LLC | 6.1% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 21, 2026 | Leadership change: Kimberly A. Boynton appointed, Director | — | Leadership changes | Source |
Northern Trust Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Capital Management | 7.38% | 13,678,574 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| State Street Corporation | 5% | 9,493,634 | SCHEDULE 13G, 2025-11-10 | 2025-09-30 |
| Fmr LLC | 4.7% | 8,683,057 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Capital Management | 1,895,044 | 0 | 13,678,574 | 0 | SCHEDULE 13G, 2026-04-30 |
| Fmr LLC | 6,059,650 | 0 | 8,683,057 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 8,683,057 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-11 | State Street Corporation | 5.1% | SCHEDULE 13G |
| 2025-11-10 | State Street Corporation | 5% | SCHEDULE 13G |
| 2026-02-05 | Fmr LLC | 7.3% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-30 | Vanguard Capital Management | 7.38% | SCHEDULE 13G |
| 2026-05-06 | Fmr LLC | 5.8% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 4.7% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 20, 2026 | Leadership change: Rima Qureshi appointed, Director, and 1 more | — | Leadership changes | Source |
| September 29, 2026 | Leadership change: David W. Fox departs, Chief Financial Officer | — | Leadership changes | Source |
Norwood Financial Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 5.2% | 567,505 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Bay Pond Partners, L.P. | 5% | 460,306 | SCHEDULE 13G/A, 2026-02-10 | 2025-12-31 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 567,505 | 0 | 567,505 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 567,505 | 0 | 567,505 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 567,505 | 0 | 567,505 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 567,505 | 0 | 567,505 | SCHEDULE 13G/A, 2026-08-13 |
| Bay Pond Partners, L.P. | 0 | 460,306 | 0 | 460,306 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-04 | Bay Pond Partners, L.P. | 5.1% | SCHEDULE 13G |
| 2026-02-10 | Wellington Management Group LLP | 9.6% | SCHEDULE 13G/A |
| 2026-02-10 | Bay Pond Partners, L.P. | 5% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 6.9% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 5.2% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| January 5, 2026 | Acquired PB Bankshares, Inc. | $456.40M | Acquisition | Source |
OptimumBank Holdings Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| AllianceBernstein L.P. | 5% | 616,168 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| AllianceBernstein L.P. | 616,168 | 0 | 616,168 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | AllianceBernstein L.P. | 5.6% | SCHEDULE 13G |
| 2026-02-17 | AllianceBernstein L.P. | 4.2% | SCHEDULE 13G/A |
| 2026-08-14 | AllianceBernstein L.P. | 5% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| May 5, 2026 | Leadership change: Timothy Terry departs, President and Chief Executive Officer, and 2 more | — | Leadership changes | Source |
Pathward Financial Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| State Street Corporation | 6.8% | 1,438,880 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| American Century Investment Management, Inc. | 5.3% | 1,188,365 | SCHEDULE 13G, 2026-02-13 | 2025-12-31 |
| Vanguard Capital Management | 5.23% | 1,087,569 | SCHEDULE 13G, 2026-10-30 | 2026-09-30 |
| Dimensional Fund Advisors LP | 5% | 1,093,338 | SCHEDULE 13G, 2026-04-09 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| State Street Corporation | 0 | 173,146 | 0 | 1,438,880 | SCHEDULE 13G, 2026-08-07 |
| American Century Investment Management, Inc. | 1,173,637 | 0 | 1,188,365 | 0 | SCHEDULE 13G, 2026-02-13 |
| American Century Companies, Inc. | 1,173,637 | 0 | 1,188,365 | 0 | SCHEDULE 13G, 2026-02-13 |
| Stowers Institute for Medical Research | 1,173,637 | 0 | 1,188,365 | 0 | SCHEDULE 13G, 2026-02-13 |
| Vanguard Capital Management | 158,000 | 0 | 1,087,569 | 0 | SCHEDULE 13G, 2026-10-30 |
| Dimensional Fund Advisors LP | 1,068,610 | 0 | 1,093,338 | 0 | SCHEDULE 13G, 2026-04-09 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-15 | Dimensional Fund Advisors LP | 4.9% | SCHEDULE 13G/A |
| 2026-01-30 | The Vanguard Group | 6.79% | SCHEDULE 13G/A |
| 2026-02-09 | State Street Corporation | 5.8% | SCHEDULE 13G |
| 2026-02-13 | American Century Investment Management, Inc. | 5.3% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-09 | Dimensional Fund Advisors LP | 5% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 6.8% | SCHEDULE 13G |
| 2026-10-30 | Vanguard Capital Management | 5.23% | SCHEDULE 13G |
PFS Bancorp, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| WhiteRock Wealth Design LLC | 9% | 138,972 | SCHEDULE 13G, 2026-08-28 | 2026-06-30 |
| Peru Federal Savings Bank Employee Stock Ownership Plan Trust | 8.6% | 138,000 | SCHEDULE 13G/A, 2026-02-09 | 2025-12-31 |
| Raymond James Financial Services Advisors, Inc. | 8.1% | 130,665 | SCHEDULE 13G, 2026-04-07 | 2026-03-31 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| WhiteRock Wealth Design LLC | 0 | 0 | 138,972 | 0 | SCHEDULE 13G, 2026-08-28 |
| Peru Federal Savings Bank Employee Stock Ownership Plan Trust | 121,440 | 16,560 | 138,000 | 0 | SCHEDULE 13G/A, 2026-02-09 |
| Raymond James Financial Services Advisors, Inc. | 0 | 0 | 130,665 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-09 | Peru Federal Savings Bank Employee Stock Ownership Plan Trust | 8.6% | SCHEDULE 13G/A |
| 2026-04-07 | Raymond James Financial Services Advisors, Inc. | 8.1% | SCHEDULE 13G |
| 2026-08-28 | WhiteRock Wealth Design LLC | 9% | SCHEDULE 13G |
Pinnacle Financial Partners Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 10.1% | 15,201,926 | SCHEDULE 13G/A, 2026-08-06 | 2026-07-31 |
| Fmr LLC | 8.4% | 12,690,268 | SCHEDULE 13G/A, 2026-11-05 | 2026-09-30 |
| Wellington Management Group LLP | 7.4% | 11,141,397 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Vanguard Capital Management | 5.22% | 7,895,699 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| AQR Capital Management, LLC | 2.64% | 3,995,642 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,433,120 | 0 | 15,201,926 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Fmr LLC | 11,756,162 | 0 | 12,690,268 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| Abigail P. Johnson | 0 | 0 | 12,690,268 | 0 | SCHEDULE 13G/A, 2026-11-05 |
| Wellington Management Group LLP | 0 | 10,115,211 | 0 | 11,141,397 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 10,115,211 | 0 | 11,141,397 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 10,115,211 | 0 | 11,141,397 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 9,962,411 | 0 | 10,382,942 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.22% | SCHEDULE 13G |
| 2026-05-15 | Wellington Management Group LLP | 6% | SCHEDULE 13G |
| 2026-05-15 | AQR Capital Management, LLC | 2.64% | SCHEDULE 13G/A |
| 2026-07-29 | BlackRock, Inc. | 9.97% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 6.9% | SCHEDULE 13G |
| 2026-08-06 | BlackRock, Inc. | 10.1% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 7.4% | SCHEDULE 13G/A |
| 2026-11-05 | Fmr LLC | 8.4% | SCHEDULE 13G/A |
PSB Financial, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| PSB Financial, Inc. Employee Stock Ownership Plan Trust | 8% | 137,540 | SCHEDULE 13G, 2026-08-18 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| PSB Financial, Inc. Employee Stock Ownership Plan Trust | 137,540 | 0 | 137,540 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-08-18 | PSB Financial, Inc. Employee Stock Ownership Plan Trust | 8% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 17, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
RBB Bancorp (RBB)
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 5.3% | 902,290 | SCHEDULE 13G, 2026-07-14 | 2026-06-30 |
| FJ Capital Management LLC | 0% | 0 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 883,407 | 0 | 902,290 | 0 | SCHEDULE 13G, 2026-07-14 |
| FJ Capital Management LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Financial Opportunity Fund LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Financial Opportunity Long/Short Fund LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Martin Friedman | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | FJ Capital Management LLC | 9.96% | SCHEDULE 13G/A |
| 2025-10-30 | The Vanguard Group | 5% | SCHEDULE 13G |
| 2025-11-12 | FJ Capital Management LLC | 8.76% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-07-14 | Dimensional Fund Advisors LP | 5.3% | SCHEDULE 13G |
| 2026-08-06 | FJ Capital Management LLC | 0% | SCHEDULE 13G/A |
S&T Bancorp Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.72% | 2,458,435 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Capital Management | 5.31% | 1,943,810 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| State Street Corporation | 5.2% | 1,871,779 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 21,981 | 0 | 2,458,435 | 0 | SCHEDULE 13G, 2026-04-29 |
| Vanguard Capital Management | 277,504 | 0 | 1,943,810 | 0 | SCHEDULE 13G, 2026-04-30 |
| State Street Corporation | 0 | 298,396 | 0 | 1,871,779 | SCHEDULE 13G, 2026-08-07 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 6.72% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.31% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5.2% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| May 15, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| April 7, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Security Midwest Bancorp, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| WhiteRock Wealth Design LLC | 8.6% | 76,125 | SCHEDULE 13G, 2026-08-28 | 2026-06-30 |
| Raymond James Financial Services Advisors, Inc. | 7.2% | 64,187 | SCHEDULE 13G, 2026-01-07 | 2025-12-31 |
| Security Bank, s.b. Employee Stock Ownership Plan Trust | 7% | 62,285 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| WhiteRock Wealth Design LLC | 0 | 0 | 76,125 | 0 | SCHEDULE 13G, 2026-08-28 |
| Raymond James Financial Services Advisors, Inc. | 0 | 0 | 64,187 | 0 | SCHEDULE 13G, 2026-01-07 |
| Security Bank, s.b. Employee Stock Ownership Plan Trust | 62,285 | 0 | 62,285 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-14 | Security Bank, s.b. Employee Stock Ownership Plan Trust | 7% | SCHEDULE 13G |
| 2026-01-07 | Raymond James Financial Services Advisors, Inc. | 7.2% | SCHEDULE 13G |
| 2026-08-28 | WhiteRock Wealth Design LLC | 8.6% | SCHEDULE 13G |
Sound Financial Bancorp Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| AllianceBernstein L.P. | 8.4% | 215,780 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| AllianceBernstein L.P. | 215,780 | 0 | 215,780 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | AllianceBernstein L.P. | 3.5% | SCHEDULE 13G/A |
| 2026-02-17 | AllianceBernstein L.P. | 6.1% | SCHEDULE 13G |
| 2026-08-14 | AllianceBernstein L.P. | 8.4% | SCHEDULE 13G/A |
South Plains Financial, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Curtis C. Griffith | 6.15% | 1,165,447 | SCHEDULE 13G/A, 2026-08-12 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Curtis C. Griffith | 685,087 | 480,360 | 685,087 | 480,360 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-08-12 | Curtis C. Griffith | 6.15% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| June 17, 2026 | Leadership change: Curtis C. Griffith departs, Chief Executive Officer, and 1 more | — | Leadership changes | Source |
| April 1, 2026 | Leadership change: James D. Stein appointed, and 1 more | — | Leadership changes | Source |
| December 1, 2025 | Acquired BOH Holdings, Inc. | — | Acquisition | Source |
State Street Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Capital Management | 7.35% | 20,493,476 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| Vanguard Portfolio Management | 5.8% | 16,181,474 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Fmr LLC | 5% | 13,854,213 | SCHEDULE 13G, 2026-08-06 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Capital Management | 2,839,806 | 0 | 20,493,476 | 0 | SCHEDULE 13G, 2026-04-30 |
| Vanguard Portfolio Management | 66,218 | 0 | 16,181,474 | 0 | SCHEDULE 13G, 2026-04-29 |
| Fmr LLC | 12,062,713 | 0 | 13,854,213 | 0 | SCHEDULE 13G, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 13,854,213 | 0 | SCHEDULE 13G, 2026-08-06 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 13.04% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 5.8% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 7.35% | SCHEDULE 13G |
| 2026-08-06 | Fmr LLC | 5% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 14, 2026 | Leadership change: Alexander Vollert appointed, Director | — | Leadership changes | Source |
| September 14, 2026 | Leadership change: Mostapha Tahiri appointed, Chief Operating Officer, and 1 more | — | Leadership changes | Source |
| March 31, 2026 | Leadership change: C. Jack Read appointed, Chief Accounting Officer | — | Leadership changes | Source |
Sturgis Bancorp, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fourthstone LLC | 6.62% | 143,700 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fourthstone LLC | 0 | 143,700 | 0 | 143,700 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone Master Opportunity Fund Ltd | 0 | 98,217 | 0 | 98,217 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone GP LLC | 0 | 45,483 | 0 | 45,483 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone QP Opportunity Fund LP | 0 | 25,917 | 0 | 25,917 | SCHEDULE 13G, 2026-08-14 |
| Fourthstone Small-Cap Financials Fund LP | 0 | 19,566 | 0 | 19,566 | SCHEDULE 13G, 2026-08-14 |
| L. Phillip Stone, IV | 0 | 143,700 | 0 | 143,700 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-08-14 | Fourthstone LLC | 6.62% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 9, 2026 | Form D, private offering | $25.50M sold | Form D page | Source |
The Bancorp, Inc.
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).
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| American Century Investment Management, Inc. | 8.6% | 3,589,894 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Vanguard Capital Management | 5% | 2,082,956 | SCHEDULE 13G, 2026-07-31 | 2026-06-30 |
| Fmr LLC | 4.5% | 1,897,854 | SCHEDULE 13G/A, 2026-05-06 | 2026-03-31 |
| Wellington Management Group LLP | 3.1% | 1,407,015 | SCHEDULE 13G/A, 2025-11-12 | 2025-09-30 |
| Invesco Ltd. | 2.7% | 1,138,682 | SCHEDULE 13G/A, 2026-05-06 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| American Century Investment Management, Inc. | 3,289,793 | 0 | 3,589,894 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| American Century Companies, Inc. | 3,289,793 | 0 | 3,589,894 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Stowers Institute for Medical Research | 3,289,793 | 0 | 3,589,894 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Vanguard Capital Management | 311,534 | 0 | 2,082,956 | 0 | SCHEDULE 13G, 2026-07-31 |
| Fmr LLC | 1,894,616 | 0 | 1,897,854 | 0 | SCHEDULE 13G/A, 2026-05-06 |
| Abigail P. Johnson | 0 | 0 | 1,897,854 | 0 | SCHEDULE 13G/A, 2026-05-06 |
| Invesco Ltd. | 1,090,368 | 0 | 1,138,682 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-12 | Wellington Management Group LLP | 5.2% | SCHEDULE 13G |
| 2025-11-12 | Wellington Management Group LLP | 3.1% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 4.5% | SCHEDULE 13G/A |
| 2026-05-06 | Invesco Ltd. | 2.7% | SCHEDULE 13G/A |
| 2026-07-31 | Vanguard Capital Management | 5% | SCHEDULE 13G |
| 2026-08-14 | American Century Investment Management, Inc. | 8.6% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 8, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| September 4, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Tri-County Financial Group Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| AllianceBernstein L.P. | 9.1% | 215,914 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| AllianceBernstein L.P. | 215,914 | 0 | 215,914 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-08-14 | AllianceBernstein L.P. | 9.1% | SCHEDULE 13G |
Triumph Financial, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| AltraVue Capital, LLC | 6.4% | 1,515,877 | SCHEDULE 13G, 2026-01-14 | 2025-12-31 |
| State Street Corporation | 6.1% | 1,452,113 | SCHEDULE 13G, 2026-05-12 | 2026-03-31 |
| Kayne Anderson Rudnick Investment Management, LLC | 6% | 1,423,285 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Vanguard Capital Management | 5.01% | 1,194,592 | SCHEDULE 13G, 2026-07-31 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| State Street Corporation | 0 | 158,034 | 0 | 1,452,113 | SCHEDULE 13G, 2026-05-12 |
| Kayne Anderson Rudnick Investment Management, LLC | 717,518 | 663,105 | 760,180 | 663,105 | SCHEDULE 13G/A, 2026-08-13 |
| Vanguard Capital Management | 174,973 | 0 | 1,194,592 | 0 | SCHEDULE 13G, 2026-07-31 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-13 | Kayne Anderson Rudnick Investment Management, LLC | 11.5% | SCHEDULE 13G/A |
| 2026-01-14 | AltraVue Capital, LLC | 6.4% | SCHEDULE 13G |
| 2026-02-13 | Kayne Anderson Rudnick Investment Management, LLC | 8.9% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-12 | State Street Corporation | 6.1% | SCHEDULE 13G |
| 2026-07-31 | Vanguard Capital Management | 5.01% | SCHEDULE 13G |
| 2026-08-13 | Kayne Anderson Rudnick Investment Management, LLC | 6% | SCHEDULE 13G/A |
United Community Banks Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.77% | 8,107,083 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Fmr LLC | 6.7% | 8,027,052 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| Vanguard Capital Management | 5.28% | 6,319,637 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| State Street Corporation | 5.2% | 6,232,961 | SCHEDULE 13G, 2026-05-12 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 62,091 | 0 | 8,107,083 | 0 | SCHEDULE 13G, 2026-04-29 |
| Fmr LLC | 8,007,804 | 0 | 8,027,052 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 8,027,052 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Vanguard Capital Management | 943,448 | 0 | 6,319,637 | 0 | SCHEDULE 13G, 2026-04-30 |
| State Street Corporation | 0 | 846,447 | 0 | 6,232,961 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-11 | State Street Corporation | 4.9% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 6.77% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.28% | SCHEDULE 13G |
| 2026-05-12 | State Street Corporation | 5.2% | SCHEDULE 13G |
| 2026-08-06 | Fmr LLC | 6.7% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 19, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| August 3, 2026 | Leadership change: Carl Carande appointed, and 1 more | — | Leadership changes | Source |
| April 28, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
Univest Financial Corp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 5.6% | 1,570,525 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| Vanguard Capital Management | 5.07% | 1,424,911 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| Manulife Investment Management (US) LLC | 4.61% | 1,327,838 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fmr LLC | 1,570,397 | 0 | 1,570,525 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 1,570,525 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Vanguard Capital Management | 207,568 | 0 | 1,424,911 | 0 | SCHEDULE 13G, 2026-04-30 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Manulife Investment Management (US) LLC | 5.09% | SCHEDULE 13G |
| 2025-11-14 | Manulife Investment Management (US) LLC | 4.61% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-30 | Vanguard Capital Management | 5.07% | SCHEDULE 13G |
| 2026-05-06 | Fmr LLC | 6.8% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 5.6% | SCHEDULE 13G/A |
Usio, Inc.
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| National Services, Inc. | 9.86% | 2,721,272 | SCHEDULE 13G/A, 2026-05-18 | 2026-03-10 |
| Whittier Holdings, Inc. | 9.83% | 2,713,852 | SCHEDULE 13G/A, 2026-05-18 | 2026-03-10 |
| Tall Pines Capital, LLC | 5.36% | 1,748,223 | SCHEDULE 13G, 2026-08-25 | 2026-08-24 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| National Services, Inc. | 2,721,272 | 0 | 2,721,272 | 0 | SCHEDULE 13G/A, 2026-05-18 |
| Whittier Holdings, Inc. | 0 | 2,713,852 | 0 | 2,713,852 | SCHEDULE 13G/A, 2026-05-18 |
| Whittier Trust Company | 0 | 2,713,852 | 0 | 2,713,852 | SCHEDULE 13G/A, 2026-05-18 |
| Tall Pines Capital, LLC | 0 | 1,748,223 | 0 | 0 | SCHEDULE 13G, 2026-08-25 |
| Stonebridge Wealth Management, LLC | 0 | 186,367 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-29 | National Services, Inc. | 10.3% | SCHEDULE 13G/A |
| 2026-05-18 | National Services, Inc. | 9.86% | SCHEDULE 13G/A |
| 2026-05-18 | Whittier Holdings, Inc. | 9.83% | SCHEDULE 13G/A |
| 2026-08-25 | Tall Pines Capital, LLC | 5.36% | SCHEDULE 13G |
WaFd Inc
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6.4% | 4,860,151 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Vanguard Capital Management | 5.28% | 4,011,077 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| AllianceBernstein L.P. | 5.2% | 3,807,514 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 39,606 | 0 | 4,860,151 | 0 | SCHEDULE 13G, 2026-04-29 |
| Vanguard Capital Management | 583,802 | 0 | 4,011,077 | 0 | SCHEDULE 13G, 2026-04-30 |
| AllianceBernstein L.P. | 3,341,311 | 0 | 3,807,514 | 0 | SCHEDULE 13G, 2026-08-14 |
| The Vanguard Group | 0 | 0 | 0 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 6.4% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.28% | SCHEDULE 13G |
| 2026-08-14 | AllianceBernstein L.P. | 5.2% | SCHEDULE 13G |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 8, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
WestAmerica Bancorporation
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| American Century Investment Management, Inc. | 8.3% | 1,958,072 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Vanguard Portfolio Management | 7.33% | 1,773,131 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| State Street Corporation | 5.9% | 1,394,074 | SCHEDULE 13G, 2026-08-07 | 2026-06-30 |
| Vanguard Capital Management | 5.28% | 1,278,326 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| American Century Investment Management, Inc. | 1,920,874 | 0 | 1,958,072 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| American Century Companies, Inc. | 1,920,874 | 0 | 1,958,072 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Stowers Institute for Medical Research | 1,920,874 | 0 | 1,958,072 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Vanguard Portfolio Management | 13,581 | 0 | 1,773,131 | 0 | SCHEDULE 13G, 2026-04-29 |
| State Street Corporation | 0 | 283,756 | 0 | 1,394,074 | SCHEDULE 13G, 2026-08-07 |
| Vanguard Capital Management | 183,248 | 0 | 1,278,326 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 7.33% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.28% | SCHEDULE 13G |
| 2026-08-07 | State Street Corporation | 5.9% | SCHEDULE 13G |
| 2026-08-14 | American Century Investment Management, Inc. | 8.3% | SCHEDULE 13G/A |
Western Alliance Bancorp
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.
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 5.8% | 6,313,061 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Invesco Ltd. | 5.4% | 5,871,003 | SCHEDULE 13G, 2026-08-13 | 2026-06-30 |
| Vanguard Capital Management | 5.02% | 5,483,998 | SCHEDULE 13G, 2026-07-31 | 2026-06-30 |
| Vanguard Portfolio Management | 4.99% | 5,448,381 | SCHEDULE 13G/A, 2026-10-30 | 2026-09-30 |
| Barrow Hanley Mewhinney & Strauss LLC | 2.15% | 2,362,939 | SCHEDULE 13G, 2026-05-13 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 6,212,977 | 0 | 6,313,061 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Invesco Ltd. | 5,825,015 | 0 | 5,871,003 | 0 | SCHEDULE 13G, 2026-08-13 |
| Vanguard Capital Management | 810,914 | 0 | 5,483,998 | 0 | SCHEDULE 13G, 2026-07-31 |
| Vanguard Portfolio Management | 46,173 | 0 | 5,448,381 | 0 | SCHEDULE 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).
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | T. Rowe Price Associates, Inc. | 5.7% | SCHEDULE 13G/A |
| 2025-11-12 | Barrow Hanley Mewhinney & Strauss LLC | 5.42% | SCHEDULE 13G |
| 2025-11-14 | T. Rowe Price Associates, Inc. | 7.2% | SCHEDULE 13G/A |
| 2026-02-11 | Barrow Hanley Mewhinney & Strauss LLC | 5.86% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-06 | Invesco Ltd. | 4.7% | SCHEDULE 13G/A |
| 2026-05-13 | Barrow Hanley Mewhinney & Strauss LLC | 2.15% | SCHEDULE 13G |
| 2026-07-31 | Vanguard Capital Management | 5.02% | SCHEDULE 13G |
| 2026-07-31 | Vanguard Portfolio Management | 5.01% | SCHEDULE 13G |
| 2026-08-13 | Invesco Ltd. | 5.4% | SCHEDULE 13G |
| 2026-08-14 | T. Rowe Price Associates, Inc. | 5.8% | SCHEDULE 13G/A |
| 2026-10-30 | Vanguard Portfolio Management | 4.99% | SCHEDULE 13G/A |
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| May 12, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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.
