Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,682,764
+$936,812 QoQ
Shares Held
34,732
+110.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 336 holders
Holding Since
Mar 2020
24 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, 2026HSBC HOLDINGS PLC holds $2,044,015,049 across 153 Banks - Regional names. BKU ranks #54 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,091,133 | $268,658,763 | |
| 2 | USB |
US Bancorp \De\
|
4,394,393 | $265,421,333 | |
| 3 | FITB |
Fifth Third Bancorp
|
2,665,768 | $150,269,336 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
7,760,116 | $137,586,852 | |
| 5 | TFC |
Truist Financial Corp
|
2,565,755 | $127,825,911 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
1,698,078 | $118,984,322 | |
| 7 | IBN |
Icici Bank Ltd
|
3,792,717 | $110,102,570 | |
| 8 | NU |
Nu Holdings Ltd.
|
8,095,233 | $108,152,309 |
All Filings in BKU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682,764 | 34,732 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $745,952 | 16,518 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,833,429 | 41,136 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $2,543,669 | 66,658 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,485,490 | 41,739 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,596,327 | 46,351 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,216,363 | 31,867 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $863,408 | 23,694 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $671,950 | 22,957 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $638,568 | 22,806 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $254,932 | 7,861 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $1,051,015 | 48,771 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,529,771 | 112,036 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,031,576 | 177,556 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,526,378 | 103,201 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,143,167 | 200,820 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,754,533 | 540,367 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,308,414 | 196,370 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $608,731 | 14,556 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,353,670 | 55,134 | Shares | Defined | 2021-08-13 | |
| 2020-12-31 | $1,174,833 | 33,779 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $370,081 | 16,891 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,128,104 | 203,857 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $972,286 | 51,994 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||