Congress Asset Management’s Bankunited BKU Stock Holding History

Congress Asset 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
2026 Q2	$12.2M	Buy	251,247 +2,533	+1%	+$119K	0.07%	201
2026 Q1	$11.2M	Buy	248,714 +57,816	+30%	+$2.7M	0.08%	197
2025 Q4	$8.51M	Sell	190,898 -2,818	-1%	-$117K	0.06%	201
2025 Q3	$7.39M	Sell	193,716 -1,776	-0.9%	-$67.3K	0.05%	205
2025 Q2	$6.96M	Buy	195,492 +2	+0%	+$67	0.05%	209
2025 Q1	$6.73M	Sell	195,490 -13,520	-6%	-$510K	0.05%	207
2024 Q4	$7.98M	Buy	209,010 +15,057	+8%	+$579K	0.05%	204
2024 Q3	$7.07M	Sell	193,953 -1,894	-1%	-$67.2K	0.05%	208
2024 Q2	$5.73M	Sell	195,847 -2,228	-1%	-$62K	0.04%	218
2024 Q1	$5.55M	Sell	198,075 -5,712	-3%	-$160K	0.04%	223
2023 Q4	$6.61M	Sell	203,787 -589	-0.3%	-$15.3K	0.05%	217
2023 Q3	$4.64M	Buy	204,376 +276	+0.1%	+$7.07K	0.04%	223
2023 Q2	$4.4M	Buy	204,100 +2,140	+1%	+$44K	0.04%	223
2023 Q1	$4.56M	Buy	201,960 +11,683	+6%	+$381K	0.04%	225
2022 Q4	$6.46M	Buy	190,277 +1,776	+0.9%	+$62.7K	0.06%	190
2022 Q3	$6.44M	Buy	188,501 +2,037	+1%	+$76.2K	0.07%	188
2022 Q2	$6.63M	Buy	186,464 +597	+0.3%	+$23.7K	0.06%	186
2022 Q1	$8.17M	Buy	185,867 +6,680	+4%	+$290K	0.07%	183
2021 Q4	$7.58M	Buy	179,187 +56	+0%	+$2.35K	0.06%	191
2021 Q3	$7.49M	Sell	179,131 -2,297	-1%	-$94K	0.06%	188
2021 Q2	$7.75M	Buy	181,428 +27,742	+18%	+$1.27M	0.06%	176
2021 Q1	$6.75M	Buy	153,686 +25,355	+20%	+$1.04M	0.06%	180
2020 Q4	$4.46M	Sell	128,331 -5,235	-4%	-$149K	0.04%	197
2020 Q3	$2.93M	Buy	133,566 +81,065	+154%	+$1.72M	0.03%	209
2020 Q2	$1.06M	Sell	52,501 -64,020	-55%	-$1.2M	0.01%	257
2020 Q1	$2.18M	Sell	116,521 -2,375	-2%	-$71K	0.03%	213
2019 Q4	$4.35M	Sell	118,896 -29,280	-20%	-$1.02M	0.05%	181
2019 Q3	$4.98M	Hold	148,176	–	–	0.06%	170
2019 Q2	$5M	Buy	148,176 +33,796	+30%	+$1.17M	0.06%	184
2019 Q1	$3.82M	Sell	114,380 -1,415	-1%	-$48.8K	0.05%	212
2018 Q4	$3.47M	Buy	115,795 +40,895	+55%	+$1.33M	0.05%	209
2018 Q3	$2.65M	Buy	+74,900	New	+$2.95M	0.03%	259

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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

Congress Asset Management's BKU Position: Q2 2026 in Review

Congress Asset Management increased its Bankunited (BKU) stake by 1% in Q2 2026, buying an estimated $119K and bringing the position to 251,247 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #201.

Congress Asset Management first reported a position in BKU in Q3 2018 and has held it in 32 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Congress Asset Management held 251,247 shares of Bankunited worth $12.2M as of Q2 2026.
Congress Asset Management bought 2,533 Bankunited shares in Q2 2026, an estimated $119K.
Bankunited made up 0.07% of Congress Asset Management's portfolio in Q2 2026, its #201 holding.
Congress Asset Management first reported a position in Bankunited in Q3 2018 and has held it in 32 quarters since.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.