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Allworth Financial’s Bankunited BKU Stock Holding History

Allworth Financial’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 		$26.3K Buy
543
+121
+29% +$5.69K ﹤0.01% 2973
2026
Q1 		$19.1K Buy
422
+182
+76% +$8.5K ﹤0.01% 3034
2025
Q4 		$10.7K Buy
240
+92
+62% +$3.81K ﹤0.01% 3227
2025
Q3 		$5.65K Buy
148
+136
+1,133% +$5.15K ﹤0.01% 3484
2025
Q2 		$428 Buy
+12
New +$403 ﹤0.01% 4176
2024
Q1 		– Sell
-30
Closed -$973 – 3609
2023
Q4 		$973 Sell
30
-15
-33% -$389 ﹤0.01% 2953
2023
Q3 		$1.02K Buy
+45
New +$1.15K ﹤0.01% 2840

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

Allworth Financial's BKU Position: Q2 2026 in Review

Allworth Financial increased its Bankunited (BKU) stake by 29% in Q2 2026, buying an estimated $5.69K and bringing the position to 543 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2973.

Allworth Financial first reported a position in BKU in Q3 2023 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Allworth Financial held 543 shares of Bankunited worth $26.3K as of Q2 2026.
  • Allworth Financial bought 121 Bankunited shares in Q2 2026, an estimated $5.69K.
  • Bankunited made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2973 holding.
  • Allworth Financial first reported a position in Bankunited in Q3 2023 and has held it in 7 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.