Position in BKU
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$656,836
+$44,602 QoQ
Shares Held
13,557
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#162
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $8,858,688 across 10 Banks - Regional names. BKU ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
13,974 | $2,159,262 | |
| 2 | TFC |
Truist Financial Corp
|
32,845 | $1,636,337 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,602 | $1,379,324 | |
| 4 | USB |
US Bancorp De
|
19,777 | $1,194,530 | |
| 5 | BKU |
BankUnited, Inc.
This page
|
13,557 | $656,836 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,950 | $448,141 | |
| 7 | ONB |
Old National Bancorp /In/
|
16,403 | $424,837 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
5,280 | $365,323 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,836 | 13,557 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $612,234 | 13,557 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $604,235 | 13,557 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $517,335 | 13,557 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $482,493 | 13,557 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $466,903 | 13,557 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $520,028 | 13,624 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $496,458 | 13,624 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $404,628 | 13,824 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $387,072 | 13,824 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $448,312 | 13,824 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $347,650 | 15,315 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $330,038 | 15,315 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $422,584 | 18,715 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $640,844 | 18,865 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $644,617 | 18,865 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $676,363 | 19,015 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $835,899 | 19,015 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $804,524 | 19,015 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $795,207 | 19,015 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $818,153 | 19,165 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $849,992 | 19,340 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $672,644 | 19,340 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $764,987 | 34,915 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $718,165 | 35,465 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $782,875 | 41,865 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||