Pathstone Holdings, LLC

Position in BKU — BankUnited, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in BKU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,505,292

+$14,788 QoQ

Shares Held

31,069

-5.9% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#118

of 336 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 85% Shared 1% None 14%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $292,666,562 across 105 Banks - Regional names. BKU ranks #50 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	82,009	$20,192,255
2	USB	US Bancorp \De\	268,149	$16,196,199
3	FITB	Fifth Third Bancorp	272,657	$15,369,674
4	NWG	NatWest Group plc	586,491	$10,339,834
5	CFG	Citizens Financial Group Inc/Ri	142,354	$9,974,743
6	TFC	Truist Financial Corp	190,771	$9,504,210
7	IBN	Icici Bank Ltd	316,418	$9,185,613
8	MFG	Mizuho Financial Group Inc	956,297	$9,161,323

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,505,292	31,069	-5.9%	Shares	Sole	2026-08-13
2026-03-31	$1,490,504	33,005	-16.8%	Shares	Other	2026-05-11
2025-12-31	$1,768,848	39,687	-16.8%	Shares	Sole	2026-02-13
2025-09-30	$1,819,696	47,686	-10.5%	Shares	Defined	2025-11-13
2025-06-30	$1,895,843	53,269	-17.4%	Shares	Sole	2025-08-12
2025-03-31	$2,220,690	64,480	+7.3%	Shares	Sole	2025-05-15
2024-12-31	$2,293,138	60,077	+2.5%	Shares	Defined	2025-02-14
2024-09-30	$2,136,075	58,619	+18.2%	Shares	Sole	2024-11-07
2024-06-30	$1,452,054	49,609	+23.2%	Shares	Sole	2024-08-14
2024-03-31	$1,127,336	40,262	—	Shares	Defined	2024-05-13
No filing history on record for this holder in this stock.