Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,224,888
+$1,038,986 QoQ
Shares Held
87,201
+23.6% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#81
of 336 holders
Holding Since
Dec 2024
7 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, 2026Vestmark Advisory Solutions, Inc. holds $187,132,498 across 42 Banks - Regional names. BKU ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOKF |
Bok Financial Corp
|
770,021 | $106,940,516 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
37,523 | $9,238,911 | |
| 3 | NWG |
NatWest Group plc
|
324,778 | $5,725,835 | |
| 4 | SSB |
SouthState Bank Corp
|
44,971 | $4,492,602 | |
| 5 | BKU |
BankUnited, Inc.
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|
87,201 | $4,224,888 | |
| 6 | FIBK |
First Interstate Bancsystem Inc
|
101,844 | $3,927,104 | |
| 7 | TFC |
Truist Financial Corp
|
76,387 | $3,805,599 | |
| 8 | BAP |
Credicorp Ltd
|
9,179 | $3,575,953 |
All Filings in BKU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,224,888 | 87,201 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,185,902 | 70,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,485,607 | 33,332 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,171,588 | 30,702 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,442,426 | 40,529 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $464,664 | 13,492 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $320,818 | 8,405 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||