Annis Gardner Whiting Capital Advisors’s Bankunited BKU Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-75	Closed	-$3.39K	–	449
2026 Q1	$3.39K	Hold	75	–	–	﹤0.01%	993
2025 Q4	$3.34K	Hold	75	–	–	﹤0.01%	905
2025 Q3	$2.86K	Hold	75	–	–	﹤0.01%	844
2025 Q2	$2.67K	Buy	75 +50	+200%	+$1.68K	﹤0.01%	922
2025 Q1	$861	Hold	25	–	–	﹤0.01%	714
2024 Q4	$955	Buy	+25	New	+$962	﹤0.01%	715
2024 Q3	–	Sell	-25	Closed	-$732	–	767
2024 Q2	$732	Hold	25	–	–	﹤0.01%	909
2024 Q1	$700	Hold	25	–	–	﹤0.01%	888
2023 Q4	$811	Hold	25	–	–	﹤0.01%	676
2023 Q3	$568	Buy	+25	New	+$641	﹤0.01%	661

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

Annis Gardner Whiting Capital Advisors's BKU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Bankunited (BKU) in Q2 2026, closing a stake of 75 shares — an estimated $3.39K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BKU in Q3 2023 and held it in 10 quarters. The position peaked at $3.39K in Q1 2026. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 75 Bankunited shares in Q2 2026, an estimated $3.39K.
Annis Gardner Whiting Capital Advisors first reported a position in Bankunited in Q3 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's Bankunited position peaked at $3.39K in Q1 2026.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.