Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,224,354
-$2,174,462 QoQ
Shares Held
334,868
-17.8% QoQ
Ownership
0.470%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#38
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aristotle Capital Boston, LLC holds $191,497,398 across 13 Banks - Regional names. BKU ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
181,329 | $25,886,528 | |
| 2 | NBHC |
National Bank Holdings Corp
|
485,740 | $21,581,428 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
454,584 | $19,233,449 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
242,607 | $19,190,213 | |
| 5 | WSBC |
Wesbanco Inc
|
435,329 | $16,990,890 | |
| 6 | BKU |
BankUnited, Inc.
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|
334,868 | $16,224,354 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
420,721 | $13,484,108 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
348,476 | $13,437,234 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,224,354 | 334,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,398,816 | 407,414 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,635,910 | 463,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,448,091 | 509,646 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,596,202 | 522,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,665,274 | 571,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,745,773 | 726,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,171,969 | 800,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,533,704 | 838,186 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,226,508 | 936,661 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,530,164 | 972,253 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,549,161 | 1,037,408 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,628,620 | 1,050,052 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,991,633 | 1,018,230 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $34,100,308 | 1,003,836 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,365,471 | 1,034,986 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,200,304 | 1,158,288 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $51,135,019 | 1,163,217 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $38,826,194 | 917,660 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,269,523 | 962,925 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $38,478,887 | 901,356 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $40,521,680 | 921,995 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $34,952,926 | 1,004,972 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $15,186,544 | 693,133 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,857,494 | 634,938 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,955,002 | 585,829 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||