Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$494,190
New position
Shares Held
10,200
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#182
of 332 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Oakmont Investment Advisors, Inc. holds $1,032,662 across 2 Banks - Regional names. BKU ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
25,963 | $538,472 | |
| 2 | BKU |
BankUnited, Inc.
This page
|
10,200 | $494,190 |
All Filings in BKU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,190 | 10,200 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||