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Bruce G. Allen Investments’s Bankunited BKU Stock Holding History

Bruce G. Allen 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
Q4 		– Sell
-16
Closed -$611 – 1089
2025
Q3 		$611 Hold
16
– – ﹤0.01% 931
2025
Q2 		$569 Hold
16
– – ﹤0.01% 932
2025
Q1 		$551 Buy
+16
New +$603 ﹤0.01% 926

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Bruce G. Allen Investments's BKU Position: Q4 2025 in Review

Bruce G. Allen Investments sold out of Bankunited (BKU) in Q4 2025, closing a stake of 16 shares — an estimated $611 sold.

Bruce G. Allen Investments first reported a position in BKU in Q1 2025 and held it in 3 quarters. The position peaked at $611 in Q3 2025. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

  • Bruce G. Allen Investments reported no remaining Bankunited position as of Q4 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 16 Bankunited shares in Q4 2025, an estimated $611.
  • Bruce G. Allen Investments first reported a position in Bankunited in Q1 2025 and held it in 3 quarters.
  • Bruce G. Allen Investments's Bankunited position peaked at $611 in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on Bruce G. Allen Investments's 13F filing for Q4 2025, filed 10 Feb 2026.