Position in BKU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,630
+$17,766 QoQ
Shares Held
5,400
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#216
of 336 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Legacy Advisors, LLC holds $13,489,900 across 11 Banks - Regional names. BKU ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
281,104 | $6,799,905 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
9,377 | $2,308,804 | |
| 3 | PFS |
Provident Financial Services Inc
|
51,689 | $1,221,927 | |
| 4 | TFC |
Truist Financial Corp
|
14,299 | $712,376 | |
| 5 | STBA |
S&T Bancorp Inc
|
14,502 | $711,758 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
32,236 | $571,544 | |
| 7 | USB |
US Bancorp \De\
|
4,740 | $286,296 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
3,921 | $274,744 |
All Filings in BKU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,630 | 5,400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $243,864 | 5,400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $240,678 | 5,400 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $206,064 | 5,400 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||