Position in BKU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$436
+$30 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#323
of 337 holders
Holding Since
Dec 2024
7 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, 2026Quest 10 Wealth Builders, Inc. holds $818,198 across 14 Banks - Regional names. BKU ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNB |
Fnb Corp/Pa/
|
15,871 | $302,818 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
477 | $117,446 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
860 | $60,260 | |
| 4 | USB |
US Bancorp De
|
932 | $56,292 | |
| 5 | KEY |
Keycorp /New/
|
2,192 | $50,525 | |
| 6 | FITB |
Fifth Third Bancorp
|
885 | $49,887 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
2,707 | $47,995 | |
| 8 | RF |
Regions Financial Corp
|
1,554 | $46,930 |
All Filings in BKU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436 | 9 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $406 | 9 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $401 | 9 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $381 | 10 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $355 | 10 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $378 | 11 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $496 | 13 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||