Position in BKU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$433,579
+$29,443 QoQ
Shares Held
8,949
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#20
of 55 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $14,208,119 across 9 Banks - Regional names. BKU ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TBBK |
Bancorp, Inc.
|
67,156 | $4,206,651 | |
| 2 | RF |
Regions Financial Corp
|
137,191 | $4,143,168 | |
| 3 | FBP |
First Bancorp /Pr/
|
60,640 | $1,580,884 | |
| 4 | MBIN |
Merchants Bancorp
|
23,770 | $1,188,500 | |
| 5 | OFG |
Ofg Bancorp
|
19,833 | $973,205 | |
| 6 | AX |
Axos Financial, Inc.
|
7,548 | $735,099 | |
| 7 | SSB |
SouthState Bank Corp
|
6,835 | $682,816 | |
| 8 | BKU |
BankUnited, Inc.
This page
|
8,949 | $433,579 |
All Filings in BKU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,579 | 8,949 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $404,136 | 8,949 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $398,366 | 8,938 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $341,074 | 8,938 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $252,795 | 7,103 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $244,627 | 7,103 | Shares | Sole | 2025-05-02 | |
| 2023-03-31 | $111,364 | 4,932 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $187,922 | 5,532 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $189,028 | 5,532 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $196,773 | 5,532 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $242,395 | 5,514 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $232,705 | 5,500 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $230,010 | 5,500 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||