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Abound Wealth Management’s Bankunited BKU Stock Holding History

Abound Wealth Management’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
Q2 		– Sell
-5
Closed -$226 – 1397
2026
Q1 		$226 Hold
5
– – ﹤0.01% 1200
2025
Q4 		$223 Hold
5
– – ﹤0.01% 1136
2025
Q3 		$191 Hold
5
– – ﹤0.01% 1134
2025
Q2 		$178 Hold
5
– – ﹤0.01% 1083
2025
Q1 		$173 Sell
5
-2
-29% -$75 ﹤0.01% 1044
2024
Q4 		$268 Buy
7
+2
+40% +$77 ﹤0.01% 932
2024
Q3 		$183 Buy
+5
New +$178 ﹤0.01% 1217
2024
Q2 		– Sell
-11
Closed -$308 – 1187
2024
Q1 		$308 Hold
11
– – ﹤0.01% 1122
2023
Q4 		$357 Buy
+11
New +$285 ﹤0.01% 1081

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Abound Wealth Management's BKU Position: Q2 2026 in Review

Abound Wealth Management sold out of Bankunited (BKU) in Q2 2026, closing a stake of 5 shares — an estimated $226 sold.

Abound Wealth Management first reported a position in BKU in Q4 2023 and held it in 9 quarters. The position peaked at $357 in Q4 2023. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Abound Wealth Management reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 5 Bankunited shares in Q2 2026, an estimated $226.
  • Abound Wealth Management first reported a position in Bankunited in Q4 2023 and held it in 9 quarters.
  • Abound Wealth Management's Bankunited position peaked at $357 in Q4 2023.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.