Position in BKU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,226,139
+$733,403 QoQ
Shares Held
27,151
+110.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Neo Ivy Capital Management holds $9,294,459 across 8 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFNC |
Simmons First National Corp
|
186,258 | $4,218,743 | |
| 2 | CVBF |
Cvb Financial Corp
|
110,959 | $2,502,125 | |
| 3 | OZK |
Bank OZK
|
47,185 | $2,457,866 | |
| 4 | TFSL |
TFS Financial CORP
|
3,117 | $55,233 | |
| 5 | USB |
US Bancorp De
|
623 | $37,629 | |
| 6 | RNST |
Renasant Corp
|
387 | $16,462 | |
| 7 | BBT |
Beacon Financial Corp
|
152 | $4,628 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
46 | $1,773 |
All Filings in BKU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,226,139 | 27,151 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $492,736 | 12,909 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,977,380 | 54,264 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,783,928 | 95,112 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $238,392 | 7,351 | Shares | Sole | 2024-02-26 | |
| 2022-12-31 | $456,556 | 13,440 | Shares | Sole | 2023-03-27 | |
| 2022-09-30 | $355,162 | 10,394 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $359,612 | 10,110 | Shares | Sole | 2022-08-16 | |
| 2021-06-30 | $861,356 | 20,177 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $826,875 | 18,814 | Shares | Sole | 2021-10-07 | |
| 2020-12-31 | $682,105 | 19,612 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $776,271 | 35,430 | Shares | Sole | 2020-11-17 | |
| 2020-03-31 | $259,948 | 13,901 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||