Carson Wealth (CWM LLC)
BKU icon

Carson Wealth (CWM LLC)’s Bankunited BKU Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$857K Buy
18,974
+997
+6% +$46.5K ﹤0.01% 1641
2025
Q4 		$801K Buy
17,977
+1,750
+11% +$72.5K ﹤0.01% 1630
2025
Q3 		$619K Buy
16,227
+6,949
+75% +$263K ﹤0.01% 1683
2025
Q2 		$330K Buy
9,278
+1,814
+24% +$60.9K ﹤0.01% 1800
2025
Q1 		$257K Buy
7,464
+1,798
+32% +$67.8K ﹤0.01% 1766
2024
Q4 		$216K Buy
5,666
+1,458
+35% +$56.1K ﹤0.01% 1776
2024
Q3 		$153K Buy
4,208
+2,280
+118% +$80.9K ﹤0.01% 1912
2024
Q2 		$56K Buy
1,928
+1,455
+308% +$40.5K ﹤0.01% 2391
2024
Q1 		$13K Sell
473
-16
-3% -$447 ﹤0.01% 3167
2023
Q4 		$16K Sell
489
-100
-17% -$2.59K ﹤0.01% 2895
2023
Q3 		$13K Buy
589
+29
+5% +$743 ﹤0.01% 2961
2023
Q2 		$12K Sell
560
-401
-42% -$8.25K ﹤0.01% 2966
2023
Q1 		$22K Buy
961
+283
+42% +$9.22K ﹤0.01% 2425
2022
Q4 		$23K Buy
678
+215
+46% +$7.59K ﹤0.01% 2260
2022
Q3 		$16K Buy
463
+154
+50% +$5.76K ﹤0.01% 2365
2022
Q2 		$11K Sell
309
-100
-24% -$3.96K ﹤0.01% 2508
2022
Q1 		$18K Buy
409
+174
+74% +$7.54K ﹤0.01% 2130
2021
Q4 		$10K Buy
+235
New +$9.85K ﹤0.01% 2339
2021
Q2 		$0 Hold
7
– – ﹤0.01% 2935
2021
Q1 		$0 Hold
7
– – ﹤0.01% 2935
2020
Q4 		$0 Hold
7
– – ﹤0.01% 2935
2020
Q3 		$0 Hold
7
– – ﹤0.01% 2935
2020
Q2 		$0 Hold
7
– – ﹤0.01% 2935
2020
Q1 		$0 Hold
7
– – ﹤0.01% 2935
2019
Q4 		$0 Hold
7
– – ﹤0.01% 2934
2019
Q3 		$0 Hold
7
– – ﹤0.01% 2934
2019
Q2 		$0 Hold
7
– – ﹤0.01% 2934
2019
Q1 		$0 Buy
+7
New +$241 ﹤0.01% 2952

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

Carson Wealth (CWM LLC)'s BKU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bankunited (BKU) stake by 5.5% in Q1 2026, buying an estimated $46.5K and bringing the position to 18,974 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Carson Wealth (CWM LLC) first reported a position in BKU in Q1 2019 and has held it in 28 quarters since. 325 funds tracked by Wall St. Rank hold BKU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,974 shares of Bankunited worth $857K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 997 Bankunited shares in Q1 2026, an estimated $46.5K.
  • Bankunited made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1641 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bankunited in Q1 2019 and has held it in 28 quarters since.
  • 325 funds tracked by Wall St. Rank held Bankunited as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.