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Burney Company’s Bankunited BKU Stock Holding History

Burney Company’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 		$1.22M Buy
25,173
+2,463
+11% +$116K 0.03% 323
2026
Q1 		$1.03M Buy
+22,710
New +$1.06M 0.03% 332

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

Burney Company's BKU Position: Q2 2026 in Review

Burney Company increased its Bankunited (BKU) stake by 11% in Q2 2026, buying an estimated $116K and bringing the position to 25,173 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #323.

Burney Company first reported a position in BKU in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Burney Company held 25,173 shares of Bankunited worth $1.22M as of Q2 2026.
  • Burney Company bought 2,463 Bankunited shares in Q2 2026, an estimated $116K.
  • Bankunited made up 0.03% of Burney Company's portfolio in Q2 2026, its #323 holding.
  • Burney Company first reported a position in Bankunited in Q1 2026 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.