Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,916,568
+$483,773 QoQ
Shares Held
245,956
-2.8% QoQ
Ownership
0.345%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#50
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $776,795,798 across 74 Banks - Regional names. BKU ranks #26 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
565,484 | $55,049,867 | |
| 2 | AX |
Axos Financial, Inc.
|
426,294 | $41,516,772 | |
| 3 | WTFC |
Wintrust Financial Corp
|
233,889 | $37,590,640 | |
| 4 | SSB |
SouthState Bank Corp
|
344,799 | $34,445,420 | |
| 5 | OZK |
Bank OZK
|
660,025 | $34,380,702 | |
| 6 | OBK |
Origin Bancorp, Inc.
|
669,700 | $34,255,155 | |
| 7 | CNOB |
ConnectOne Bancorp, Inc.
|
985,475 | $32,954,284 | |
| 8 | NBHC |
National Bank Holdings Corp
|
666,354 | $29,606,108 |
All Filings in BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,916,568 | 245,956 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,432,795 | 253,162 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,466,523 | 257,270 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,175,970 | 214,255 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,969,917 | 223,937 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,839,439 | 227,626 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,723,935 | 149,959 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,503,861 | 151,039 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,720,929 | 161,289 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,839,528 | 137,126 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,821,432 | 148,672 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,078,622 | 179,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,902,791 | 181,104 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,571,388 | 202,453 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,170,668 | 240,526 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,434,796 | 246,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,823,494 | 248,060 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,977,691 | 249,720 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,773,284 | 136,452 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,891,267 | 140,872 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,259,335 | 146,623 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,654,337 | 151,407 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,437,609 | 156,343 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,275,095 | 240,762 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,371,376 | 117,105 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,174,828 | 116,301 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||