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Basecamp Wealth Advisors’s Bankunited BKU Stock Holding History

Basecamp Wealth 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 		$6.59K Sell
136
-74
-35% -$3.48K ﹤0.01% 1112
2026
Q1 		$9.48K Hold
210
– – ﹤0.01% 1035
2025
Q4 		$9.36K Buy
+210
New +$8.7K ﹤0.01% 980

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

Basecamp Wealth Advisors's BKU Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Bankunited (BKU) stake by 35% in Q2 2026, selling an estimated $3.48K and leaving 136 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Basecamp Wealth Advisors first reported a position in BKU in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.48K in Q1 2026. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Basecamp Wealth Advisors held 136 shares of Bankunited worth $6.59K as of Q2 2026.
  • Basecamp Wealth Advisors sold 74 Bankunited shares in Q2 2026, an estimated $3.48K.
  • Bankunited made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1112 holding.
  • Basecamp Wealth Advisors first reported a position in Bankunited in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Bankunited position peaked at $9.48K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.