Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,049,889
+$7,694,840 QoQ
Shares Held
1,342,619
+5.7% QoQ
Ownership
1.88%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. BKU ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp De
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,049,889 | 1,342,619 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $57,355,049 | 1,270,041 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,296,568 | 1,352,851 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $52,163,460 | 1,366,967 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $52,523,614 | 1,475,797 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,331,958 | 1,461,439 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $53,725,572 | 1,407,534 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $57,481,839 | 1,577,438 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $44,117,000 | 1,507,243 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $41,394,416 | 1,478,372 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $47,752,136 | 1,472,468 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,252,755 | 848,139 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,781,068 | 917,915 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,653,768 | 958,980 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $31,680,625 | 932,606 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $32,437,751 | 949,305 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,301,045 | 908,098 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $43,424,258 | 987,813 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $41,047,976 | 970,172 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $41,564,688 | 993,895 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $43,928,393 | 1,029,009 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $45,652,710 | 1,038,742 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $35,781,385 | 1,028,792 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,536,230 | 1,028,582 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,982,778 | 443,594 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,555,547 | 404,040 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||