Position in BKU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,032,015
+$759,694 QoQ
Shares Held
351,538
-2.4% QoQ
Ownership
0.494%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,342,148,688 across 127 Banks - Regional names. BKU ranks #49 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp \De\
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,032,015 | 351,538 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $16,272,321 | 360,326 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $15,962,744 | 358,150 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $13,859,673 | 363,199 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $13,273,147 | 372,946 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $12,819,842 | 372,237 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $13,836,128 | 362,487 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,842,294 | 352,423 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $10,793,077 | 368,742 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $10,812,256 | 386,152 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $12,577,456 | 387,834 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $9,107,534 | 401,213 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $9,112,783 | 422,867 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $10,321,159 | 457,093 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $16,035,197 | 472,040 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $16,403,376 | 480,052 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $17,961,568 | 504,964 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $25,159,582 | 572,329 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $25,428,859 | 601,013 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $32,645,988 | 780,631 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $33,994,387 | 796,308 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $35,613,651 | 810,322 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $27,438,498 | 788,916 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $17,577,231 | 802,247 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $2,759,021 | 136,248 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $682,624 | 36,504 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||