Position in BKU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,188,720
+$120,416 QoQ
Shares Held
24,535
+3.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#135
of 337 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Global Investments holds $15,141,915 across 21 Banks - Regional names. BKU ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
9,044 | $1,484,843 | |
| 2 | OFG |
Ofg Bancorp
|
28,664 | $1,406,542 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
41,545 | $1,402,559 | |
| 4 | BKU |
BankUnited, Inc.
This page
|
24,535 | $1,188,720 | |
| 5 | HAFC |
Hanmi Financial Corp
|
34,577 | $1,120,294 | |
| 6 | KB |
KB Financial Group Inc.
|
10,576 | $1,110,056 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
12,850 | $1,016,435 | |
| 8 | PFS |
Provident Financial Services Inc
|
37,726 | $891,842 |
All Filings in BKU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,720 | 24,535 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,068,304 | 23,656 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $264,879 | 5,943 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $698,328 | 18,300 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||