Cerity Partners
BKU icon

Cerity Partners’s Bankunited BKU Stock Holding History

Cerity Partners’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 		$1.33M Buy
27,476
+8,979
+49% +$422K ﹤0.01% 1815
2026
Q1 		$835K Sell
18,497
-4,237
-19% -$198K ﹤0.01% 1958
2025
Q4 		$1.01M Buy
22,734
+10,813
+91% +$448K ﹤0.01% 1717
2025
Q3 		$455K Buy
11,921
+2,365
+25% +$89.6K ﹤0.01% 2038
2025
Q2 		$340K Buy
9,556
+1,439
+18% +$48.3K ﹤0.01% 2078
2025
Q1 		$280K Buy
8,117
+726
+10% +$27.4K ﹤0.01% 2057
2024
Q4 		$271K Sell
7,391
-4,507
-38% -$173K ﹤0.01% 2088
2024
Q3 		$434K Buy
+11,898
New +$422K ﹤0.01% 1850
2024
Q2 		– Sell
-11,684
Closed -$327K – 2247
2024
Q1 		$327K Buy
+11,684
New +$327K ﹤0.01% 1822

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 $3.38T AUM 44.17% 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 $11.5B AUM 61.77% 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

Cerity Partners's BKU Position: Q2 2026 in Review

Cerity Partners increased its Bankunited (BKU) stake by 49% in Q2 2026, buying an estimated $422K and bringing the position to 27,476 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Cerity Partners first reported a position in BKU in Q1 2024 and has held it in 9 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Cerity Partners held 27,476 shares of Bankunited worth $1.33M as of Q2 2026.
  • Cerity Partners bought 8,979 Bankunited shares in Q2 2026, an estimated $422K.
  • Bankunited made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1815 holding.
  • Cerity Partners first reported a position in Bankunited in Q1 2024 and has held it in 9 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.