Position in BKU
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,792
+$122 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
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, 2026Cedar Mountain Advisors, LLC holds $745,301 across 56 Banks - Regional names. BKU ranks #44 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
1,752 | $105,820 | |
| 2 | FHN |
First Horizon Corp
|
3,405 | $87,304 | |
| 3 | WBS |
Webster Financial Corp
|
799 | $61,059 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
1,117 | $35,799 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
448 | $31,391 | |
| 6 | VLY |
Valley National Bancorp
|
2,112 | $30,940 | |
| 7 | NBHC |
National Bank Holdings Corp
|
593 | $26,346 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
675 | $26,028 |
All Filings in BKU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792 | 37 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,670 | 37 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,649 | 37 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,411 | 37 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||