Superior Planning, LLC’s Bankunited BKU Stock Holding History

Superior Planning, LLC’s Portfolio BKU Stock Details BKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.21K	Buy	+76	New	+$3.52K	﹤0.01%	1381

Other funds holding BKU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Superior Planning, LLC's BKU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bankunited (BKU) in Q3 2026: 76 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings.

201 funds tracked by Wall St. Rank hold BKU as of Q3 2026.

Superior Planning, LLC held 76 shares of Bankunited worth $3.21K as of Q3 2026.
Bankunited was a new Superior Planning, LLC position in Q3 2026.
Bankunited made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1381 holding.
201 funds tracked by Wall St. Rank held Bankunited as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.