CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Bankunited BKU Stock Holding History

CAPTRUST Financial 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 		$416K Buy
8,584
+3,758
+78% +$177K ﹤0.01% 2309
2026
Q1 		$218K Buy
+4,826
New +$225K ﹤0.01% 2622
2024
Q1 		– Sell
-6,547
Closed -$212K – 2207
2023
Q4 		$212K Buy
+6,547
New +$170K ﹤0.01% 2355
2023
Q1 		– Sell
-6,363
Closed -$216K – 2319
2022
Q4 		$216K Buy
6,363
+8
+0.1% +$283 ﹤0.01% 1899
2022
Q3 		$217K Buy
6,355
+775
+14% +$29K ﹤0.01% 1771
2022
Q2 		$198K Sell
5,580
-227
-4% -$8.99K ﹤0.01% 1700
2022
Q1 		$255K Buy
5,807
+2,941
+103% +$127K ﹤0.01% 1550
2021
Q4 		$121K Buy
2,866
+246
+9% +$10.3K ﹤0.01% 2003
2021
Q3 		$110K Buy
2,620
+86
+3% +$3.52K ﹤0.01% 1994
2021
Q2 		$108K Buy
2,534
+99
+4% +$4.52K ﹤0.01% 1971
2021
Q1 		$107K Buy
2,435
+2,250
+1,216% +$92.4K ﹤0.01% 1900
2020
Q4 		$6K Buy
+185
New +$5.28K ﹤0.01% 2758
2020
Q3 		– Sell
-1,495
Closed -$28K – 3055
2020
Q2 		$28K Buy
+1,495
New +$28K ﹤0.01% 1814
2019
Q4 		– Sell
-1,525
Closed -$51K – 1096
2019
Q3 		$51K Sell
1,525
-1,163
-43% -$38K ﹤0.01% 986
2019
Q2 		$91K Buy
2,688
+217
+9% +$7.48K ﹤0.01% 788
2019
Q1 		$83K Buy
+2,471
New +$85.2K ﹤0.01% 751
2018
Q4 		– Sell
-818
Closed -$29K – 1590
2018
Q3 		$29K Buy
818
+485
+146% +$19.1K ﹤0.01% 896
2018
Q2 		$14K Buy
+333
New +$13.8K ﹤0.01% 1061

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

CAPTRUST Financial Advisors's BKU Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Bankunited (BKU) stake by 78% in Q2 2026, buying an estimated $177K and bringing the position to 8,584 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

CAPTRUST Financial Advisors first reported a position in BKU in Q2 2018 and has held it in 18 quarters since. 339 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,584 shares of Bankunited worth $416K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,758 Bankunited shares in Q2 2026, an estimated $177K.
  • Bankunited made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2309 holding.
  • CAPTRUST Financial Advisors first reported a position in Bankunited in Q2 2018 and has held it in 18 quarters since.
  • 339 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.