Charles Schwab’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.4M | Sell |
1,287,968
-59,143
| -4% | -$2.78M | 0.01% | 1087 |
|
|
2026
Q1 | $60.8M | Sell |
1,347,111
-18,492
| -1% | -$863K | 0.01% | 1021 |
|
|
2025
Q4 | $60.9M | Sell |
1,365,603
-94,815
| -6% | -$3.93M | 0.01% | 1024 |
|
|
2025
Q3 | $55.7M | Sell |
1,460,418
-23,434
| -2% | -$888K | 0.01% | 1093 |
|
|
2025
Q2 | $52.8M | Sell |
1,483,852
-49,009
| -3% | -$1.65M | 0.01% | 1070 |
|
|
2025
Q1 | $52.8M | Sell |
1,532,861
-102,031
| -6% | -$3.85M | 0.01% | 1038 |
|
|
2024
Q4 | $62.4M | Sell |
1,634,892
-5,518
| -0.3% | -$212K | 0.01% | 973 |
|
|
2024
Q3 | $59.8M | Sell |
1,640,410
-20,721
| -1% | -$736K | 0.01% | 991 |
|
|
2024
Q2 | $48.6M | Buy |
1,661,131
+40,857
| +3% | +$1.14M | 0.01% | 1100 |
|
|
2024
Q1 | $45.4M | Buy |
1,620,274
+171,353
| +12% | +$4.79M | 0.01% | 1111 |
|
|
2023
Q4 | $47M | Buy |
1,448,921
+212,496
| +17% | +$5.51M | 0.01% | 1021 |
|
|
2023
Q3 | $28.1M | Buy |
1,236,425
+99,486
| +9% | +$2.55M | 0.01% | 1272 |
|
|
2023
Q2 | $24.5M | Buy |
1,136,939
+126,220
| +12% | +$2.6M | 0.01% | 1351 |
|
|
2023
Q1 | $22.8M | Buy |
1,010,719
+26,924
| +3% | +$877K | 0.01% | 1368 |
|
|
2022
Q4 | $33.4M | Buy |
983,795
+30,803
| +3% | +$1.09M | 0.01% | 1080 |
|
|
2022
Q3 | $32.6M | Buy |
952,992
+8,280
| +0.9% | +$310K | 0.01% | 1041 |
|
|
2022
Q2 | $33.6M | Buy |
944,712
+16,118
| +2% | +$639K | 0.01% | 1021 |
|
|
2022
Q1 | $40.8M | Sell |
928,594
-106,070
| -10% | -$4.6M | 0.01% | 1012 |
|
|
2021
Q4 | $43.8M | Buy |
1,034,664
+55,696
| +6% | +$2.33M | 0.01% | 987 |
|
|
2021
Q3 | $40.9M | Buy |
978,968
+48,491
| +5% | +$1.98M | 0.01% | 1014 |
|
|
2021
Q2 | $39.7M | Sell |
930,477
-22,578
| -2% | -$1.03M | 0.01% | 1038 |
|
|
2021
Q1 | $41.9M | Buy |
953,055
+16,157
| +2% | +$663K | 0.02% | 961 |
|
|
2020
Q4 | $32.6M | Buy |
936,898
+27,796
| +3% | +$793K | 0.01% | 1044 |
|
|
2020
Q3 | $19.9M | Sell |
909,102
-196,352
| -18% | -$4.16M | 0.01% | 1207 |
|
|
2020
Q2 | $22.4M | Buy |
1,105,454
+211,556
| +24% | +$3.97M | 0.01% | 1090 |
|
|
2020
Q1 | $16.7M | Buy |
893,898
+29,923
| +3% | +$894K | 0.01% | 1134 |
|
|
2019
Q4 | $31.6M | Buy |
863,975
+17,977
| +2% | +$626K | 0.02% | 914 |
|
|
2019
Q3 | $28.4M | Buy |
845,998
+29,469
| +4% | +$962K | 0.02% | 926 |
|
|
2019
Q2 | $27.6M | Buy |
816,529
+4,565
| +0.6% | +$157K | 0.02% | 928 |
|
|
2019
Q1 | $27.1M | Buy |
811,964
+17,306
| +2% | +$596K | 0.02% | 921 |
|
|
2018
Q4 | $23.8M | Sell |
794,658
-11,417
| -1% | -$372K | 0.02% | 879 |
|
|
2018
Q3 | $28.5M | Buy |
806,075
+52,802
| +7% | +$2.08M | 0.02% | 900 |
|
|
2018
Q2 | $30.8M | Buy |
753,273
+49,944
| +7% | +$2.07M | 0.02% | 763 |
|
|
2018
Q1 | $28.1M | Buy |
703,329
+47,039
| +7% | +$1.94M | 0.02% | 785 |
|
|
2017
Q4 | $26.7M | Buy |
656,290
+27,141
| +4% | +$988K | 0.02% | 778 |
|
|
2017
Q3 | $22.4M | Buy |
629,149
+46,082
| +8% | +$1.55M | 0.02% | 844 |
|
|
2017
Q2 | $19.7M | Buy |
583,067
+72,616
| +14% | +$2.51M | 0.02% | 869 |
|
|
2017
Q1 | $19M | Buy |
510,451
+46,930
| +10% | +$1.79M | 0.02% | 861 |
|
|
2016
Q4 | $17.5M | Buy |
463,521
+46,570
| +11% | +$1.55M | 0.02% | 839 |
|
|
2016
Q3 | $12.6M | Buy |
416,951
+6,720
| +2% | +$206K | 0.01% | 994 |
|
|
2016
Q2 | $12.6M | Buy |
410,231
+23,669
| +6% | +$788K | 0.02% | 914 |
|
|
2016
Q1 | $13.3M | Buy |
386,562
+45,289
| +13% | +$1.52M | 0.02% | 858 |
|
|
2015
Q4 | $12.3M | Buy |
341,273
+12,079
| +4% | +$449K | 0.02% | 889 |
|
|
2015
Q3 | $11.8M | Buy |
329,194
+27,069
| +9% | +$977K | 0.02% | 880 |
|
|
2015
Q2 | $10.9M | Buy |
302,125
+30,552
| +11% | +$1.04M | 0.02% | 969 |
|
|
2015
Q1 | $8.89M | Buy |
271,573
+12,953
| +5% | +$398K | 0.01% | 1079 |
|
|
2014
Q4 | $7.49M | Buy |
258,620
+20,074
| +8% | +$593K | 0.01% | 1109 |
|
|
2014
Q3 | $7.27M | Buy |
238,546
+12,064
| +5% | +$384K | 0.01% | 1058 |
|
|
2014
Q2 | $7.58M | Buy |
226,482
+53,768
| +31% | +$1.78M | 0.01% | 1052 |
|
|
2014
Q1 | $6.01M | Buy |
172,714
+35,138
| +26% | +$1.15M | 0.01% | 1186 |
|
|
2013
Q4 | $4.53M | Buy |
137,576
+26,155
| +23% | +$831K | 0.01% | 1345 |
|
|
2013
Q3 | $3.48M | Buy |
111,421
+33,668
| +43% | +$1M | 0.01% | 1465 |
|
|
2013
Q2 | $2.07M | Buy |
+77,753
| New | +$1.96M | ﹤0.01% | 1742 |
|
Other funds holding BKU
HAM
AIM
CRM
Charles Schwab's BKU Position: Q2 2026 in Review
Charles Schwab reduced its Bankunited (BKU) stake by 4.4% in Q2 2026, selling an estimated $2.78M and leaving 1,287,968 shares worth $62.4M. The position accounts for 0.01% of the portfolio, ranked #1087.
Charles Schwab first reported a position in BKU in Q2 2013 and has held it in 53 quarters since. The position peaked at $62.4M in Q4 2024. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.
- Charles Schwab held 1,287,968 shares of Bankunited worth $62.4M as of Q2 2026.
- Charles Schwab sold 59,143 Bankunited shares in Q2 2026, an estimated $2.78M.
- Bankunited made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1087 holding.
- Charles Schwab first reported a position in Bankunited in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Bankunited position peaked at $62.4M in Q4 2024.
- 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.