Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,830,558
-$2,180,227 QoQ
Shares Held
718,897
-12.3% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,950 across 271 Banks - Regional names. BKU ranks #57 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp \De\
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,830,558 | 718,897 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $37,010,785 | 819,548 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $33,497,339 | 751,567 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $34,175,101 | 895,574 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $24,396,907 | 685,499 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,658,211 | 686,940 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,467,454 | 562,417 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,526,134 | 426,074 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,988,335 | 477,907 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,850,648 | 494,666 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,206,854 | 407,242 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,794,201 | 343,357 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,738,208 | 312,678 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,985,187 | 353,640 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,727,307 | 286,350 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $11,343,787 | 331,981 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,577,512 | 353,599 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,266,127 | 461,013 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,522,804 | 461,423 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $19,428,816 | 464,582 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,820,098 | 370,581 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $19,705,155 | 448,354 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,507,372 | 359,614 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,419,594 | 384,281 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,623,729 | 475,246 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,403,145 | 609,794 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||