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Bay Harbor Wealth Management’s Bankunited BKU Stock Holding History

Bay Harbor Wealth Management’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 		$775 Buy
16
+4
+33% +$188 ﹤0.01% 956
2026
Q1 		$541 Buy
12
+2
+20% +$93 ﹤0.01% 966
2025
Q4 		$445 Buy
10
+5
+100% +$207 ﹤0.01% 895
2025
Q3 		$190 Sell
5
-1
-17% -$38 ﹤0.01% 1040
2025
Q2 		$213 Buy
6
+4
+200% +$134 ﹤0.01% 899
2025
Q1 		$68 Buy
+2
New +$75 ﹤0.01% 960

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

Bay Harbor Wealth Management's BKU Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Bankunited (BKU) stake by 33% in Q2 2026, buying an estimated $188 and bringing the position to 16 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Bay Harbor Wealth Management first reported a position in BKU in Q1 2025 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Bay Harbor Wealth Management held 16 shares of Bankunited worth $775 as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 Bankunited shares in Q2 2026, an estimated $188.
  • Bankunited made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #956 holding.
  • Bay Harbor Wealth Management first reported a position in Bankunited in Q1 2025 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.