Position in BKU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,219,631
+$194,048 QoQ
Shares Held
25,173
+10.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#133
of 336 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BURNEY CO/ holds $28,067,016 across 17 Banks - Regional names. BKU ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
43,959 | $7,065,090 | |
| 2 | FHN |
First Horizon Corp
|
125,846 | $3,226,691 | |
| 3 | SFNC |
Simmons First National Corp
|
128,639 | $2,913,673 | |
| 4 | BPOP |
Popular, Inc.
|
17,200 | $2,823,896 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
106,076 | $1,880,727 | |
| 6 | ASB |
Associated Banc-Corp
|
56,696 | $1,744,535 | |
| 7 | EWBC |
East West Bancorp Inc
|
12,354 | $1,594,777 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
17,815 | $1,232,619 |
All Filings in BKU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,631 | 25,173 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,025,583 | 22,710 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||