Position in BKU
as of Sep 30, 2026
· filed Oct 6, 2026
Position Value
$12,919,403
+$746,486 QoQ
Shares Held
306,147
+21.9% QoQ
Ownership
0.430%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1
of 4 holders
Holding Since
Mar 2020
27 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Sep 30, 2026CONGRESS ASSET MANAGEMENT CO holds $375,345,714 across 15 Banks - Regional names. BKU ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
2,531,692 | $96,077,711 | |
| 2 | ABCB |
Ameris Bancorp
|
1,202,889 | $95,653,733 | |
| 3 | UMBF |
Umb Financial Corp
|
365,186 | $47,477,831 | |
| 4 | TBBK |
Bancorp, Inc.
|
347,585 | $16,739,693 | |
| 5 | WTFC |
Wintrust Financial Corp
|
117,250 | $16,628,395 | |
| 6 | BOH |
Bank Of Hawaii Corp
|
194,081 | $13,376,062 | |
| 7 | BKU |
BankUnited, Inc.
This page
|
306,147 | $12,919,403 | |
| 8 | FNB |
Fnb Corp/Pa/
|
699,366 | $12,036,088 |
All Filings in BKU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $12,919,403 | 306,147 | Shares | Sole | 2026-10-06 | |
| 2026-06-30 | $12,172,917 | 251,247 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $11,231,924 | 248,714 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,508,323 | 190,898 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,392,202 | 193,716 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,957,560 | 195,492 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,732,675 | 195,490 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,977,911 | 209,010 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,067,647 | 193,953 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,732,441 | 195,847 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,546,100 | 198,075 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $6,608,812 | 203,787 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $4,639,335 | 204,376 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,398,355 | 204,100 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,560,256 | 201,960 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,463,709 | 190,277 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $6,441,079 | 188,501 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,632,524 | 186,464 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,170,713 | 185,867 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,581,401 | 179,187 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $7,491,258 | 179,131 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,745,161 | 181,428 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,754,499 | 153,686 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,463,352 | 128,331 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,926,431 | 133,566 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,063,145 | 52,501 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,178,942 | 116,521 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||