Position in BKU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,046,665
+$845,708 QoQ
Shares Held
21,603
+270.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#138
of 336 holders
Holding Since
Dec 2024
3 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, 2026New Age Alpha Advisors, LLC holds $73,055,650 across 44 Banks - Regional names. BKU ranks #23 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
|
243,733 | $6,249,314 | |
| 2 | FNB |
Fnb Corp/Pa/
|
314,355 | $5,997,893 | |
| 3 | FULT |
Fulton Financial Corp
|
239,509 | $5,793,722 | |
| 4 | PFS |
Provident Financial Services Inc
|
201,175 | $4,755,777 | |
| 5 | ABCB |
Ameris Bancorp
|
45,075 | $4,068,469 | |
| 6 | UCB |
United Community Banks Inc
|
108,934 | $3,822,494 | |
| 7 | FFBC |
First Financial Bancorp /Oh/
|
108,362 | $3,665,886 | |
| 8 | VLY |
Valley National Bancorp
|
246,412 | $3,609,935 |
All Filings in BKU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,665 | 21,603 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $200,957 | 5,835 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $412,236 | 10,800 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||