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Bell Investment Advisors’s Bankunited BKU Stock Holding History

Bell Investment 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 		$1.7K Buy
35
+11
+46% +$517 ﹤0.01% 1383
2026
Q1 		$1.08K Hold
24
– – ﹤0.01% 1522
2025
Q4 		$1.07K Sell
24
-42
-64% -$1.74K ﹤0.01% 1528
2025
Q3 		$2.52K Hold
66
– – ﹤0.01% 1240
2025
Q2 		$2.35K Sell
66
-11
-14% -$369 ﹤0.01% 1310
2025
Q1 		$2.65K Buy
77
+15
+24% +$566 ﹤0.01% 1194
2024
Q4 		$2.37K Buy
62
+12
+24% +$462 ﹤0.01% 1263
2024
Q3 		$1.82K Hold
50
– – ﹤0.01% 1386
2024
Q2 		$1.46K Sell
50
-22
-31% -$612 ﹤0.01% 1478
2024
Q1 		$2.02K Hold
72
– – ﹤0.01% 1357
2023
Q4 		$2.33K Hold
72
– – ﹤0.01% 1261
2023
Q3 		$1.64K Sell
72
-73
-50% -$1.87K ﹤0.01% 1373
2023
Q2 		$3.13K Buy
145
+41
+39% +$844 ﹤0.01% 1070
2023
Q1 		$2.35K Buy
+104
New +$3.39K ﹤0.01% 1176
2022
Q4 		– Sell
-14
Closed – – 1942
2022
Q3 		$0 Buy
+14
New +$524 ﹤0.01% 1730
2021
Q4 		– Sell
-11
Closed – – 1781
2021
Q3 		$0 Buy
+11
New +$450 ﹤0.01% 1725

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

Bell Investment Advisors's BKU Position: Q2 2026 in Review

Bell Investment Advisors increased its Bankunited (BKU) stake by 46% in Q2 2026, buying an estimated $517 and bringing the position to 35 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Bell Investment Advisors first reported a position in BKU in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.13K in Q2 2023. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Bell Investment Advisors held 35 shares of Bankunited worth $1.7K as of Q2 2026.
  • Bell Investment Advisors bought 11 Bankunited shares in Q2 2026, an estimated $517.
  • Bankunited made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1383 holding.
  • Bell Investment Advisors first reported a position in Bankunited in Q3 2021 and has held it in 16 quarters since.
  • Bell Investment Advisors's Bankunited position peaked at $3.13K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.