Action Point Financial Planning’s Bankunited BKU Stock Holding History

Action Point Financial Planning’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	$14.1K	Buy	+291	New	+$13.7K	﹤0.01%	1300

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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

Action Point Financial Planning's BKU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Bankunited (BKU) in Q2 2026: 291 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings.

336 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Action Point Financial Planning held 291 shares of Bankunited worth $14.1K as of Q2 2026.
Bankunited was a new Action Point Financial Planning position in Q2 2026.
Bankunited made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1300 holding.
336 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.