BKUTK β€” BANK OF UTICA NY NON VTG Common Stock

Ownership history in Lesa Sroufe & Co  Β·  59 quarters on record

AI Ownership Summary

Lesa Sroufe & Co reported BANK OF UTICA NY NON VTG Common Stock (BKUTK) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.47% in 2025 Q1. The latest visible filing shows BKUTK at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKUTK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lesa Sroufe & Co's position in BANK OF UTICA NY NON VTG Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BKUTK was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lesa Sroufe & Co held BKUTK β€” position size vs. price
% of Fund (quarterly)    BKUTK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,000 β€” 0% 0.38% $517K 2026-02-14 (Est.) $579.00
2025 Q3 UNCHANGED 1,000 β€” 0% 0.40% $500K 2025-10-23 $505.67
2025 Q2 UNCHANGED 1,000 β€” 0% 0.45% $491K 2025-07-29 $489.99
2025 Q1 UNCHANGED 1,000 β€” 0% 0.47% $473K 2025-04-18 $443.60
2024 Q3 UNCHANGED 1,000 β€” 0% 0.41% $435K 2024-10-16 $413.05
2024 Q2 UNCHANGED 1,000 β€” 0% 0.38% $390K 2024-07-09 $359.18
2024 Q1 UNCHANGED 1,000 β€” 0% 0.36% $380K 2024-05-06 $359.77
2023 Q4 UNCHANGED 1,000 β€” 0% 0.38% $370K 2024-02-01 $327.58
51 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BKUTK

As of 2025 Q4 β€” sorted by position size

Aristides Capital LLC 3Y 1.27%

FAQ About Lesa Sroufe & Co and BKUTK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lesa Sroufe & Co reported owning BKUTK?

Lesa Sroufe & Co reported BKUTK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BKUTK position in Lesa Sroufe & Co's portfolio?

The largest reported portfolio weight for BKUTK was 0.47% in 2025 Q1.

What is the latest reported BKUTK position on this page?

The most recent filing on this page is 2025 Q4, when Lesa Sroufe & Co reported 1,000 shares, equal to 0.38% of portfolio, with an estimated market value of $517K.

What does the chart on this BKUTK ownership page compare?

The chart compares Lesa Sroufe & Co's quarterly BKUTK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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