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AE Wealth Management’s Bankunited BKU Stock Holding History

AE 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 		$501K Buy
10,345
+458
+5% +$21.5K ﹤0.01% 1215
2026
Q1 		$447K Buy
9,887
+1,984
+25% +$92.6K ﹤0.01% 1168
2025
Q4 		$352K Buy
7,903
+1,512
+24% +$62.6K ﹤0.01% 1229
2025
Q3 		$244K Buy
6,391
+744
+13% +$28.2K ﹤0.01% 1297
2025
Q2 		$201K Sell
5,647
-678
-11% -$22.8K ﹤0.01% 1309
2025
Q1 		$218K Sell
6,325
-960
-13% -$36.2K ﹤0.01% 1239
2024
Q4 		$278K Buy
+7,285
New +$280K ﹤0.01% 1133

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

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

AE Wealth Management increased its Bankunited (BKU) stake by 4.6% in Q2 2026, buying an estimated $21.5K and bringing the position to 10,345 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

AE Wealth Management first reported a position in BKU in Q4 2024 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • AE Wealth Management held 10,345 shares of Bankunited worth $501K as of Q2 2026.
  • AE Wealth Management bought 458 Bankunited shares in Q2 2026, an estimated $21.5K.
  • Bankunited made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1215 holding.
  • AE Wealth Management first reported a position in Bankunited in Q4 2024 and has held it in 7 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.