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Atria Investments’s Bankunited BKU Stock Holding History

Atria Investments’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
2025
Q1 		– Sell
-8,230
Closed -$314K – 1906
2024
Q4 		$314K Buy
8,230
+555
+7% +$21.4K ﹤0.01% 1573
2024
Q3 		$280K Sell
7,675
-1,545
-17% -$54.9K ﹤0.01% 1647
2024
Q2 		$270K Buy
+9,220
New +$257K ﹤0.01% 1653
2020
Q2 		– Sell
-10,695
Closed -$200K – 557
2020
Q1 		$200K Buy
10,695
+3,105
+41% +$92.8K 0.02% 527
2019
Q4 		$277K Buy
+7,590
New +$264K 0.01% 1009

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Atria Investments's BKU Position: Q1 2025 in Review

Atria Investments sold out of Bankunited (BKU) in Q1 2025, closing a stake of 8,230 shares — an estimated $314K sold.

Atria Investments first reported a position in BKU in Q4 2019 and held it in 5 quarters. The position peaked at $314K in Q4 2024. 288 funds tracked by Wall St. Rank hold BKU as of Q1 2025.

  • Atria Investments reported no remaining Bankunited position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 8,230 Bankunited shares in Q1 2025, an estimated $314K.
  • Atria Investments first reported a position in Bankunited in Q4 2019 and held it in 5 quarters.
  • Atria Investments's Bankunited position peaked at $314K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Bankunited as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.