Capital A Wealth Management’s Bankunited BKU Stock Holding History

Capital A 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
2025 Q1	–	Sell	-3	Closed	-$115	–	732
2024 Q4	$115	Buy	+3	New	+$115	﹤0.01%	760

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital A Wealth Management's BKU Position: Q1 2025 in Review

Capital A Wealth Management sold out of Bankunited (BKU) in Q1 2025, closing a stake of 3 shares — an estimated $115 sold.

Capital A Wealth Management first reported a position in BKU in Q4 2024 and held it in 1 quarter. The position peaked at $115 in Q4 2024. 288 funds tracked by Wall St. Rank hold BKU as of Q1 2025.

Capital A Wealth Management reported no remaining Bankunited position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 3 Bankunited shares in Q1 2025, an estimated $115.
Capital A Wealth Management first reported a position in Bankunited in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's Bankunited position peaked at $115 in Q4 2024.
288 funds tracked by Wall St. Rank held Bankunited as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.