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Avion Wealth’s Bankunited BKU Stock Holding History

Avion Wealth’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 		$1K Hold
25
– – ﹤0.01% 1189
2026
Q1 		$1K Hold
25
– – ﹤0.01% 978
2025
Q4 		$1K Sell
25
-16
-39% -$663 ﹤0.01% 979
2025
Q3 		$1K Hold
41
– – ﹤0.01% 956
2025
Q2 		$1K Buy
41
+16
+64% +$537 ﹤0.01% 915
2025
Q1 		$0 Buy
+25
New +$943 ﹤0.01% 1034
2024
Q4 		– Sell
-25
Closed – – 1019
2024
Q3 		$0 Hold
25
– – ﹤0.01% 1015
2024
Q2 		$0 Hold
25
– – ﹤0.01% 926
2024
Q1 		$1K Hold
25
– – ﹤0.01% 863
2023
Q4 		$1K Hold
25
– – ﹤0.01% 701
2023
Q3 		$0 Hold
25
– – ﹤0.01% 824
2023
Q2 		$0 Buy
+25
New +$515 ﹤0.01% 727

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

Avion Wealth's BKU Position: Q2 2026 in Review

Avion Wealth held its Bankunited (BKU) position steady in Q2 2026 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Avion Wealth first reported a position in BKU in Q2 2023 and has held it in 12 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Avion Wealth held 25 shares of Bankunited worth $1K as of Q2 2026.
  • Avion Wealth left its Bankunited share count unchanged in Q2 2026.
  • Bankunited made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1189 holding.
  • Avion Wealth first reported a position in Bankunited in Q2 2023 and has held it in 12 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.