Position in BKU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$217,492
New position
Shares Held
4,489
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 336 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,435,476 across 32 Banks - Regional names. BKU ranks #26 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
105,629 | $3,189,995 | |
| 2 | FITB |
Fifth Third Bancorp
|
55,876 | $3,149,730 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
10,107 | $2,488,545 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
25,118 | $1,737,914 | |
| 5 | BMRC |
Bank of Marin Bancorp
|
60,887 | $1,686,569 | |
| 6 | USB |
US Bancorp \De\
|
23,174 | $1,399,709 | |
| 7 | BOH |
Bank Of Hawaii Corp
|
16,090 | $1,311,174 | |
| 8 | TFC |
Truist Financial Corp
|
16,075 | $800,856 |
All Filings in BKU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,492 | 4,489 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||