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5%+ stakes

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

15 companies with 5%+ holders, every filing linked: Bcb Bancorp Inc, Beacon Financial Corporation, Carter Bankshares Inc, Civista Bancshares Inc, Enterprise Financial Services Corp, FB Financial Corp and more. Each section is the company's full record from its filings, newest filings first within each section.

15 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 60), latest filing in October 2026), each linked to its filing, starting with Bcb Bancorp Inc, Beacon Financial Corporation, Carter Bankshares Inc. Free check on any of them: https://mentionfox.com/check

On this page

Bcb Bancorp Inc

At 5% or more1
Filings4
Latest filing2026-10-27

Bcb Bancorp Inc has 4 Schedule 13D or 13G filings on record since 2026-04-27. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
FJ Capital Management LLC5.26%1,616,132SCHEDULE 13G, 2026-09-302026-09-28
Dimensional Fund Advisors LP4.3%750,081SCHEDULE 13G/A, 2026-07-142026-06-30
BlackRock, Inc.3.2%968,873SCHEDULE 13G/A, 2026-10-272026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
FJ Capital Management LLC01,616,13201,616,132SCHEDULE 13G, 2026-09-30
Financial Opportunity Fund LLC01,616,13201,616,132SCHEDULE 13G, 2026-09-30
Martin Friedman01,616,13201,616,132SCHEDULE 13G, 2026-09-30
Dimensional Fund Advisors LP731,0820750,0810SCHEDULE 13G/A, 2026-07-14
BlackRock, Inc.943,2840968,8730SCHEDULE 13G/A, 2026-10-27

The latest filing identifies Bcb Bancorp Inc by CUSIP 055298103 and gives its principal executive office as 104-110 AVENUE C, BAYONNE, NJ 07002 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2026-04-27BlackRock, Inc.5.2%SCHEDULE 13G/A
2026-07-14Dimensional Fund Advisors LP4.3%SCHEDULE 13G/A
2026-09-30FJ Capital Management LLC5.26%SCHEDULE 13G
2026-10-27BlackRock, Inc.3.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 29, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
October 7, 2026Leadership change: Patricia M. Schaubeck appointed, Chief Legal Officer, and 1 more—Leadership changesSource
June 1, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
May 21, 2026Leadership change: Ryan Blake appointed, President and Chief Executive Officer—Leadership changesSource

Beacon Financial Corporation

At 5% or more3
Filings8
Latest filing2026-10-23

Beacon Financial Corporation has 8 Schedule 13D or 13G filings on record since 2025-08-11. 3 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Portfolio Management6.19%5,192,136SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.25%4,403,534SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.2%2,393,791SCHEDULE 13G, 2025-08-112025-06-30
Fuller & Thaler Asset Management, Inc.4.7%3,936,942SCHEDULE 13G/A, 2026-08-142026-06-30
Millennium Management LLC4.2%3,515,942SCHEDULE 13G/A, 2026-10-232026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management58,20405,192,1360SCHEDULE 13G, 2026-04-29
Vanguard Capital Management637,35004,403,5340SCHEDULE 13G, 2026-04-29
Fuller & Thaler Asset Management, Inc.3,877,18803,936,9420SCHEDULE 13G/A, 2026-08-14
Integrated Core Strategies (US) LLC02,367,53602,367,536SCHEDULE 13G/A, 2026-10-23
Millennium Management LLC03,515,94203,515,942SCHEDULE 13G/A, 2026-10-23
Millennium Group Management LLC03,515,94203,515,942SCHEDULE 13G/A, 2026-10-23
Israel A. Englander03,515,94203,515,942SCHEDULE 13G/A, 2026-10-23

The latest filing identifies Beacon Financial Corporation by CUSIP 084680107 and gives its principal executive office as 131 Clarendon Street, Boston, MA 02116 (SCHEDULE 13G/A, 2026-10-23).

FiledHolderPercentFiling
2025-08-11State Street Corporation5.2%SCHEDULE 13G
2025-08-14Fuller & Thaler Asset Management, Inc.5.9%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-03-26Millennium Management LLC5.6%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.25%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.19%SCHEDULE 13G
2026-08-14Fuller & Thaler Asset Management, Inc.4.7%SCHEDULE 13G/A
2026-10-23Millennium Management LLC4.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
November 3, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
September 30, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
September 21, 2026Leadership change: Paul A. Perrault departs, President and Chief Executive Officer, and 1 more—Leadership changesSource
August 3, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Carter Bankshares Inc

At 5% or more1
Filings8
Latest filing2026-10-08

Carter Bankshares Inc has 8 Schedule 13D or 13G filings on record since 2026-01-21. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Dimensional Fund Advisors LP6.2%1,364,215SCHEDULE 13G/A, 2026-10-082026-09-30
Vanguard Capital Management4.95%1,101,459SCHEDULE 13G/A, 2026-07-312026-06-30
Fourthstone LLC0%100SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP1,343,57201,364,2150SCHEDULE 13G/A, 2026-10-08
Vanguard Capital Management145,58201,101,4590SCHEDULE 13G/A, 2026-07-31
Fourthstone LLC01000100SCHEDULE 13G/A, 2026-08-14
Fourthstone Master Opportunity Fund Ltd01000100SCHEDULE 13G/A, 2026-08-14
Fourthstone GP LLC0000SCHEDULE 13G/A, 2026-08-14
Fourthstone QP Opportunity Fund LP0000SCHEDULE 13G/A, 2026-08-14
Fourthstone Small-Cap Financials Fund LP0000SCHEDULE 13G/A, 2026-08-14
L. Phillip Stone, IV01000100SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Carter Bankshares Inc by CUSIP 146103106 and gives its principal executive office as 4 East Commonwealth Blvd, Martinsville (SCHEDULE 13G/A, 2026-10-08).

FiledHolderPercentFiling
2026-01-21Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-02-13Fourthstone LLC5.6%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.1%SCHEDULE 13G
2026-05-15Fourthstone LLC6.78%SCHEDULE 13G/A
2026-07-31Vanguard Capital Management4.95%SCHEDULE 13G/A
2026-08-14Fourthstone LLC0%SCHEDULE 13G/A
2026-10-08Dimensional Fund Advisors LP6.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 24, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Civista Bancshares Inc

At 5% or more3
Filings6
Latest filing2026-10-08

Civista Bancshares Inc has 6 Schedule 13D or 13G filings on record since 2025-10-09. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Wellington Management Group LLP6.5%1,337,588SCHEDULE 13G/A, 2026-05-152026-03-31
BlackRock, Inc.6.4%1,232,195SCHEDULE 13G/A, 2025-10-172025-09-30
Dimensional Fund Advisors LP5.3%1,096,031SCHEDULE 13G, 2026-10-082026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP01,337,58801,337,588SCHEDULE 13G/A, 2026-05-15
Wellington Group Holdings LLP01,337,58801,337,588SCHEDULE 13G/A, 2026-05-15
Wellington Investment Advisors Holdings LLP01,337,58801,337,588SCHEDULE 13G/A, 2026-05-15
Wellington Management Company LLP01,337,58801,337,588SCHEDULE 13G/A, 2026-05-15
Dimensional Fund Advisors LP1,077,96801,096,0310SCHEDULE 13G, 2026-10-08
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Civista Bancshares Inc by CUSIP 178867107 and gives its principal executive office as 100 East Water Street, PO Box 5016, Sandusky (SCHEDULE 13G, 2026-10-08).

FiledHolderPercentFiling
2025-10-09Dimensional Fund Advisors LP4.5%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.6.4%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP7.6%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Wellington Management Group LLP6.5%SCHEDULE 13G/A
2026-10-08Dimensional Fund Advisors LP5.3%SCHEDULE 13G
DateRecordFigureOur pageSource
October 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Enterprise Financial Services Corp

At 5% or more2
Filings6
Latest filing2026-10-30

Enterprise Financial Services Corp has 6 Schedule 13D or 13G filings on record since 2025-07-29. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Wellington Management Group LLP8.8%3,250,131SCHEDULE 13G/A, 2026-05-152026-03-31
Dimensional Fund Advisors LP6.2%2,243,405SCHEDULE 13G/A, 2026-10-082026-09-30
Vanguard Capital Management4.99%1,808,244SCHEDULE 13G/A, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP02,219,23303,250,131SCHEDULE 13G/A, 2026-05-15
Wellington Group Holdings LLP02,219,23303,250,131SCHEDULE 13G/A, 2026-05-15
Wellington Investment Advisors Holdings LLP02,219,23303,250,131SCHEDULE 13G/A, 2026-05-15
Wellington Management Company LLP02,182,11502,899,517SCHEDULE 13G/A, 2026-05-15
Dimensional Fund Advisors LP2,209,54702,243,4050SCHEDULE 13G/A, 2026-10-08
Vanguard Capital Management273,64001,808,2440SCHEDULE 13G/A, 2026-10-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Enterprise Financial Services Corp by CUSIP 293712105 and gives its principal executive office as 150 North Meramec, Saint Louis, MO 63105 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2025-07-29The Vanguard Group6.39%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.02%SCHEDULE 13G
2026-05-15Wellington Management Group LLP8.8%SCHEDULE 13G/A
2026-10-08Dimensional Fund Advisors LP6.2%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management4.99%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 20, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

FB Financial Corp

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

FB Financial Corp has 8 Schedule 13D or 13G filings on record since 2025-11-14. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.14.6%7,224,239SCHEDULE 13G/A, 2026-10-272026-09-30
T. Rowe Price Investment Management, Inc.8%4,303,443SCHEDULE 13G/A, 2025-11-142025-09-30
Vanguard Capital Management5.1%2,552,817SCHEDULE 13G, 2026-10-302026-09-30
Ayers J. Jonathan0%17,692SCHEDULE 13D/A, 2026-05-222026-05-21
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.7,103,58107,224,2390SCHEDULE 13G/A, 2026-10-27
Vanguard Capital Management372,25502,552,8170SCHEDULE 13G, 2026-10-30
Estate of James W. Ayers0000SCHEDULE 13D/A, 2026-05-22
Ayers J. Jonathan17,692017,6920SCHEDULE 13D/A, 2026-05-22
James Austin McPherson11,584011,5840SCHEDULE 13D/A, 2026-05-22

The latest filing identifies FB Financial Corp by CUSIP 30257X104 and gives its principal executive office as 211 Commerce Street, Nashville, TN 37201 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2025-11-14T. Rowe Price Investment Management, Inc.8%SCHEDULE 13G/A
2025-11-18Ayers J. Jonathan13.67%SCHEDULE 13D/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-21Ayers J. Jonathan13.7%SCHEDULE 13D/A
2026-04-27Ayers J. Jonathan13.7%SCHEDULE 13D/A
2026-05-22Ayers J. Jonathan0%SCHEDULE 13D/A
2026-10-27BlackRock, Inc.14.6%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management5.1%SCHEDULE 13G

First Mid Bancshares, Inc.

At 5% or more1
Filings4
Latest filing2026-10-16

First Mid Bancshares, Inc. 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, par value $4.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.7.2%1,912,585SCHEDULE 13G/A, 2026-07-282026-06-30
Elizabeth Paige Laurie4.74%1,262,246SCHEDULE 13D/A, 2026-10-162026-02-28
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.1,876,37501,912,5850SCHEDULE 13G/A, 2026-07-28
Elizabeth Paige Laurie1,262,24601,262,2460SCHEDULE 13D/A, 2026-10-16
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies First Mid Bancshares, Inc. by CUSIP 320866106 and gives its principal executive office as 1421 Charleston Avenue, Mattoon, IL 61938 (SCHEDULE 13D/A, 2026-10-16).

Elizabeth Paige Laurie

Item 4 is amended to add the following: Due to an increase in the number of shares of Common Stock outstanding resulting from the merger of Two Rivers Financial Group, Inc. with and into a wholly owned subsidiary of the Company (the "Two Rivers Merger"), the aggregate percentage ownership of shares of Common Stock beneficially owned by the Trust and the Trustee dropped below 5% since the filing of Amendment No. 1. Therefore, the Trust and the Trustee are filing this Amendment No. 2 to report their change in percentage ownership below 5%.Item 4 of the SCHEDULE 13D/A filed 2026-10-16
FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-27BlackRock, Inc.6%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.7.2%SCHEDULE 13G/A
2026-10-16Elizabeth Paige Laurie4.74%SCHEDULE 13D/A
DateRecordFigureOur pageSource
April 29, 2026Leadership change: Matthew K. Smith appointed, Chief Executive Officer—Leadership changesSource
February 28, 2026Acquired Two Rivers Financial Group, Inc.—AcquisitionSource

Heritage Financial Corp

At 5% or more5
Filings11
Latest filing2026-10-28

Heritage Financial Corp has 11 Schedule 13D or 13G filings on record since 2025-08-08. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.14.3%5,859,241SCHEDULE 13G/A, 2026-10-272026-09-30
Jennison Associates LLC8.8%3,580,467SCHEDULE 13G/A, 2026-10-282026-09-30
Victory Capital Management, Inc.6.02%2,475,850SCHEDULE 13G/A, 2026-05-112026-03-31
Dimensional Fund Advisors LP5.5%2,269,348SCHEDULE 13G, 2026-10-082026-09-30
Vanguard Capital Management5.24%2,157,518SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.5,762,66605,859,2410SCHEDULE 13G/A, 2026-10-27
Jennison Associates LLC3,580,467003,580,467SCHEDULE 13G/A, 2026-10-28
Victory Capital Management, Inc.2,458,75002,475,8500SCHEDULE 13G/A, 2026-05-11
Dimensional Fund Advisors LP2,226,69502,269,3480SCHEDULE 13G, 2026-10-08

The latest filing identifies Heritage Financial Corp by CUSIP 42722X106 and gives its principal executive office as 201 Fifth Avenue SW, Olympia, WA 98501 (SCHEDULE 13G/A, 2026-10-28).

FiledHolderPercentFiling
2025-08-08Victory Capital Management, Inc.7.05%SCHEDULE 13G
2026-01-30Jennison Associates LLC9.2%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP4.8%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.13.3%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.24%SCHEDULE 13G
2026-05-06Jennison Associates LLC7.8%SCHEDULE 13G/A
2026-05-11Victory Capital Management, Inc.6.02%SCHEDULE 13G/A
2026-10-08Dimensional Fund Advisors LP5.5%SCHEDULE 13G
2026-10-27BlackRock, Inc.14.3%SCHEDULE 13G/A
2026-10-28Jennison Associates LLC8.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
January 31, 2026Acquired Olympic Bancorp, Inc.—AcquisitionSource

Horizon Bancorp Inc

At 5% or more1
Filings8
Latest filing2026-10-30

Horizon Bancorp Inc has 8 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.8.5%4,341,040SCHEDULE 13G/A, 2026-07-282026-06-30
Vanguard Capital Management4.94%2,539,112SCHEDULE 13G/A, 2026-10-302026-09-30
Dimensional Fund Advisors LP4.7%2,407,042SCHEDULE 13G/A, 2026-01-212025-12-31
BlackRock Portfolio Management LLC4.4%2,239,951SCHEDULE 13G/A, 2026-10-272026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.4,259,45004,341,0400SCHEDULE 13G/A, 2026-07-28
Vanguard Capital Management391,58802,539,1120SCHEDULE 13G/A, 2026-10-30
BlackRock Portfolio Management LLC2,087,74302,239,9510SCHEDULE 13G/A, 2026-10-27
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Horizon Bancorp Inc by CUSIP 440407104 and gives its principal executive office as 515 Franklin Square, Michigan City, IN 46360 (SCHEDULE 13G/A, 2026-10-30).

FiledHolderPercentFiling
2025-07-29The Vanguard Group6.23%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.6.7%SCHEDULE 13G/A
2026-01-21Dimensional Fund Advisors LP4.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.09%SCHEDULE 13G
2026-07-28BlackRock, Inc.8.5%SCHEDULE 13G/A
2026-10-27BlackRock Portfolio Management LLC4.4%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management4.94%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 17, 2026Leadership change: Nicholas J. Ritter appointed, Director—Leadership changesSource

Northfield Bancorp Inc

At 5% or more0
Filings3
Latest filing2026-10-08

Northfield Bancorp Inc has 3 Schedule 13D or 13G filings on record since 2026-01-21. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Dimensional Fund Advisors LP0%0SCHEDULE 13G/A, 2026-10-082026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP0000SCHEDULE 13G/A, 2026-10-08
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Northfield Bancorp Inc by CUSIP 66611T108 and gives its principal executive office as 1410 St. Georges Avenue, Avenel (SCHEDULE 13G/A, 2026-10-08).

FiledHolderPercentFiling
2026-01-21Dimensional Fund Advisors LP6.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-10-08Dimensional Fund Advisors LP0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 22, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Orange County Bancorp, Inc.

At 5% or more2
Filings7
Latest filing2026-10-27

Orange County Bancorp, Inc. has 7 Schedule 13D or 13G filings on record since 2025-07-17. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock Portfolio Management LLC8.1%1,084,329SCHEDULE 13G/A, 2026-10-272026-09-30
BlackRock, Inc.5.5%739,402SCHEDULE 13G, 2025-10-172025-09-30
Wellington Management Group LLP4.4%591,549SCHEDULE 13G/A, 2025-11-122025-09-30
Bay Pond Partners, L.P.4.1%543,779SCHEDULE 13G/A, 2025-08-122025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock Portfolio Management LLC958,29601,084,3290SCHEDULE 13G/A, 2026-10-27
BlackRock, Inc.723,3640739,4020SCHEDULE 13G, 2025-10-17
Wellington Management Group LLP0591,5490591,549SCHEDULE 13G/A, 2025-11-12
Wellington Group Holdings LLP0591,5490591,549SCHEDULE 13G/A, 2025-11-12
Wellington Investment Advisors Holdings LLP0591,5490591,549SCHEDULE 13G/A, 2025-11-12

The latest filing identifies Orange County Bancorp, Inc. by CUSIP 68417L107 and gives its principal executive office as 212 DOLSON AVENUE, MIDDLETOWN, NY 10940 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.4.7%SCHEDULE 13G/A
2025-08-12Wellington Management Group LLP7.2%SCHEDULE 13G
2025-08-12Bay Pond Partners, L.P.4.1%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.5.5%SCHEDULE 13G
2025-10-17BlackRock Portfolio Management LLC9.2%SCHEDULE 13G
2025-11-12Wellington Management Group LLP4.4%SCHEDULE 13G/A
2026-10-27BlackRock Portfolio Management LLC8.1%SCHEDULE 13G/A

Rhinebeck Bancorp

At 5% or more0
Filings2
Latest filing2026-10-28

Rhinebeck Bancorp has 2 Schedule 13D or 13G filings on record since 2026-08-11. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
M3 Funds, LLC3.88%607,402SCHEDULE 13G/A, 2026-10-282026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
M3 Funds, LLC0607,4020607,402SCHEDULE 13G/A, 2026-10-28
M3 Partners, LP0607,4020607,402SCHEDULE 13G/A, 2026-10-28
M3F, Inc.0607,4020607,402SCHEDULE 13G/A, 2026-10-28
Jason A. Stock0607,4020607,402SCHEDULE 13G/A, 2026-10-28
William C. Waller0607,4020607,402SCHEDULE 13G/A, 2026-10-28

The latest filing identifies Rhinebeck Bancorp by CUSIP 762093201 and gives its principal executive office as 2 Jefferson Plaza, Poughkeepsie, NY 12601 (SCHEDULE 13G/A, 2026-10-28).

FiledHolderPercentFiling
2026-08-11M3 Funds, LLC5.21%SCHEDULE 13G/A
2026-10-28M3 Funds, LLC3.88%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 18, 2026Leadership change: Suzanne Rhulen Loughlin appointed—Leadership changesSource
August 14, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Shinhan Financial Group Co Ltd

At 5% or more1
Filings2
Latest filing2026-10-27

Shinhan Financial Group Co Ltd has 2 Schedule 13D or 13G filings on record since 2025-07-18. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.10%46,798,582SCHEDULE 13G/A, 2026-10-272026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.30,711,864046,798,5820SCHEDULE 13G/A, 2026-10-27

The latest filing identifies Shinhan Financial Group Co Ltd by CUSIP Y7749X101 and gives its principal executive office as 120 2-GA TAEPYUNG RO JUNG GU, SEOUL100-102 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.5%SCHEDULE 13G
2026-10-27BlackRock, Inc.10%SCHEDULE 13G/A

Stellar Bancorp Inc

At 5% or more1
Filings6
Latest filing2026-10-08

Stellar Bancorp Inc has 6 Schedule 13D or 13G filings on record since 2025-07-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.12.9%6,640,126SCHEDULE 13G/A, 2025-07-172025-06-30
North Reef Capital Management LP0%0SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Dimensional Fund Advisors LP0%0SCHEDULE 13G/A, 2026-10-082026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
North Reef Capital Management LP0000SCHEDULE 13G/A, 2026-05-15
North Reef Capital Management GP LLC0000SCHEDULE 13G/A, 2026-05-15
James Hanna, III0000SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27
Dimensional Fund Advisors LP0000SCHEDULE 13G/A, 2026-10-08

The latest filing identifies Stellar Bancorp Inc by CUSIP 858927106 and gives its principal executive office as 9 Greenway Plaza, Suite 110, Houston (SCHEDULE 13G/A, 2026-10-08).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.12.9%SCHEDULE 13G/A
2026-02-17North Reef Capital Management LP5.62%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-15North Reef Capital Management LP0%SCHEDULE 13G/A
2026-07-14Dimensional Fund Advisors LP5.1%SCHEDULE 13G
2026-10-08Dimensional Fund Advisors LP0%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 1, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Wesbanco Inc

At 5% or more4
Filings7
Latest filing2026-10-05

Wesbanco Inc has 7 Schedule 13D or 13G filings on record since 2026-03-27. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.14.2%13,579,859SCHEDULE 13G/A, 2026-10-052026-09-30
Vanguard Portfolio Management6.12%5,892,882SCHEDULE 13G/A, 2026-07-312026-06-30
State Street Corporation5.8%5,616,212SCHEDULE 13G, 2026-08-072026-06-30
Vanguard Capital Management5.25%5,047,765SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.13,422,205013,579,8590SCHEDULE 13G/A, 2026-10-05
Vanguard Portfolio Management64,52305,892,8820SCHEDULE 13G/A, 2026-07-31
State Street Corporation0748,08605,616,212SCHEDULE 13G, 2026-08-07

The latest filing identifies Wesbanco Inc by CUSIP 950810101 and gives its principal executive office as 1 Bank Plaza, WHEELING, WV 26003 (SCHEDULE 13G/A, 2026-10-05).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.03%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.25%SCHEDULE 13G
2026-07-30BlackRock, Inc.9.2%SCHEDULE 13G/A
2026-07-31Vanguard Portfolio Management6.12%SCHEDULE 13G/A
2026-08-07State Street Corporation5.8%SCHEDULE 13G
2026-10-05BlackRock, Inc.14.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 4, 2026Leadership change: Michael L. Perkins departs, Chief Risk Officer—Leadership changesSource

Where this comes from

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

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

All 5%+ stakes

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