AssetMark Inc’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.7K | Hold |
35
| – | – | ﹤0.01% | 3010 |
|
|
2026
Q1 | $1.58K | Hold |
35
| – | – | ﹤0.01% | 2926 |
|
|
2025
Q4 | $1.56K | Buy |
35
+34
| +3,400% | +$1.41K | ﹤0.01% | 2829 |
|
|
2025
Q3 | $38 | Hold |
1
| – | – | ﹤0.01% | 3153 |
|
|
2025
Q2 | $36 | Hold |
1
| – | – | ﹤0.01% | 2973 |
|
|
2025
Q1 | $34 | Hold |
1
| – | – | ﹤0.01% | 2595 |
|
|
2024
Q4 | $38 | Hold |
1
| – | – | ﹤0.01% | 2566 |
|
|
2024
Q3 | $36 | Hold |
1
| – | – | ﹤0.01% | 2226 |
|
|
2024
Q2 | $29 | Hold |
1
| – | – | ﹤0.01% | 2078 |
|
|
2024
Q1 | $28 | Hold |
1
| – | – | ﹤0.01% | 1864 |
|
|
2023
Q4 | $32 | Sell |
1
-5
| -83% | -$130 | ﹤0.01% | 1825 |
|
|
2023
Q3 | $136 | Hold |
6
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q2 | $129 | Hold |
6
| – | – | ﹤0.01% | 1533 |
|
|
2023
Q1 | $135 | Hold |
6
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q4 | $204 | Hold |
6
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1550 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1509 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1393 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q1 | $0 | Sell |
6
-22
| -79% | -$903 | ﹤0.01% | 1340 |
|
|
2020
Q4 | $1K | Sell |
28
-22
| -44% | -$628 | ﹤0.01% | 1278 |
|
|
2020
Q3 | $1K | Sell |
50
-27
| -35% | -$572 | ﹤0.01% | 1202 |
|
|
2020
Q2 | $2K | Sell |
77
-152
| -66% | -$2.85K | ﹤0.01% | 1073 |
|
|
2020
Q1 | $4K | Sell |
229
-338,859
| -100% | -$10.1M | ﹤0.01% | 1102 |
|
|
2019
Q4 | $12.4M | Buy |
339,088
+30,267
| +10% | +$1.05M | 0.09% | 187 |
|
|
2019
Q3 | $10.4M | Buy |
308,821
+35,286
| +13% | +$1.15M | 0.09% | 197 |
|
|
2019
Q2 | $9.23M | Buy |
273,535
+28,649
| +12% | +$988K | 0.08% | 184 |
|
|
2019
Q1 | $8.18M | Buy |
244,886
+14,309
| +6% | +$493K | 0.07% | 185 |
|
|
2018
Q4 | $6.9M | Buy |
230,577
+230,406
| +134,740% | +$7.51M | 0.07% | 183 |
|
|
2018
Q3 | $6K | Sell |
171
-7
| -4% | -$276 | ﹤0.01% | 1130 |
|
|
2018
Q2 | $7K | Buy |
178
+20
| +13% | +$829 | ﹤0.01% | 1098 |
|
|
2018
Q1 | $6K | Buy |
158
+98
| +163% | +$4.05K | ﹤0.01% | 1122 |
|
|
2017
Q4 | $2K | Sell |
60
-40
| -40% | -$1.46K | ﹤0.01% | 1430 |
|
|
2017
Q3 | $4K | Buy |
100
+1
| +1% | +$34 | ﹤0.01% | 1165 |
|
|
2017
Q2 | $3K | Hold |
99
| – | – | ﹤0.01% | 1169 |
|
|
2017
Q1 | $4K | Buy |
99
+4
| +4% | +$152 | ﹤0.01% | 1043 |
|
|
2016
Q4 | $4K | Sell |
95
-38
| -29% | -$1.27K | ﹤0.01% | 1054 |
|
|
2016
Q3 | $4K | Buy |
133
+12
| +10% | +$368 | ﹤0.01% | 1057 |
|
|
2016
Q2 | $4K | Hold |
121
| – | – | ﹤0.01% | 1036 |
|
|
2016
Q1 | $4K | Buy |
121
+66
| +120% | +$2.21K | ﹤0.01% | 988 |
|
|
2015
Q4 | $2K | Buy |
+55
| New | +$2.04K | ﹤0.01% | 1077 |
|
Other funds holding BKU
HAM
AIM
CRM
AssetMark Inc's BKU Position: Q2 2026 in Review
AssetMark Inc held its Bankunited (BKU) position steady in Q2 2026 at 35 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.
AssetMark Inc first reported a position in BKU in Q4 2015 and has held it in 43 quarters since. The position peaked at $12.4M in Q4 2019. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.
- AssetMark Inc held 35 shares of Bankunited worth $1.7K as of Q2 2026.
- AssetMark Inc left its Bankunited share count unchanged in Q2 2026.
- Bankunited made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3010 holding.
- AssetMark Inc first reported a position in Bankunited in Q4 2015 and has held it in 43 quarters since.
- AssetMark Inc's Bankunited position peaked at $12.4M in Q4 2019.
- 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.
Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.