Position in BKU
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$18,786
-$39,144 QoQ
Shares Held
416
-69.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $856,096 across 7 Banks - Regional names. BKU ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
9,385 | $188,169 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
868 | $180,622 | |
| 3 | TFC |
Truist Financial Corp
|
3,841 | $176,570 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,690 | $171,437 | |
| 5 | VLY |
Valley National Bancorp
|
6,269 | $76,983 | |
| 6 | CLBK |
Columbia Financial, Inc.
|
2,486 | $43,529 | |
| 7 | BKU |
BankUnited, Inc.
This page
|
416 | $18,786 |
All Filings in BKU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,786 | 416 | Shares | Sole | 2026-04-14 | |
| 2021-06-30 | $57,930 | 1,357 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $67,946 | 1,546 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||