Creative Planning’s Bankunited BKU Stock Holding History

Creative Planning’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	$302K	Buy	6,230 +691	+12%	+$32.5K	﹤0.01%	3557
2026 Q1	$250K	Sell	5,539 -784	-12%	-$36.6K	﹤0.01%	3564
2025 Q4	$282K	Buy	+6,323	New	+$262K	﹤0.01%	3287
2017 Q3	–	Sell	-1,091	Closed	-$37K	–	2091
2017 Q2	$37K	Buy	1,091 +500	+85%	+$17.3K	﹤0.01%	2750
2017 Q1	$22K	Hold	591	–	–	﹤0.01%	3055
2016 Q4	$22K	Buy	591 +18	+3%	+$600	﹤0.01%	3004
2016 Q3	$17K	Buy	573 +500	+685%	+$15.3K	﹤0.01%	3153
2016 Q2	$2K	Buy	+73	New	+$2.43K	﹤0.01%	3982
2016 Q1	–	Sell	-285	Closed	-$10K	–	4332
2015 Q4	$10K	Sell	285 -139	-33%	-$5.17K	﹤0.01%	3283
2015 Q3	$15K	Buy	+424	New	+$15.3K	﹤0.01%	2939
2014 Q1	–	Sell	-137	Closed	-$5K	–	3628
2013 Q4	$5K	Hold	137	–	–	﹤0.01%	2824
2013 Q3	$4K	Hold	137	–	–	﹤0.01%	2787
2013 Q2	$4K	Buy	+137	New	+$3.46K	﹤0.01%	2610

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

Creative Planning's BKU Position: Q2 2026 in Review

Creative Planning increased its Bankunited (BKU) stake by 12% in Q2 2026, buying an estimated $32.5K and bringing the position to 6,230 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #3557.

Creative Planning first reported a position in BKU in Q2 2013 and has held it in 13 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Creative Planning held 6,230 shares of Bankunited worth $302K as of Q2 2026.
Creative Planning bought 691 Bankunited shares in Q2 2026, an estimated $32.5K.
Bankunited made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3557 holding.
Creative Planning first reported a position in Bankunited in Q2 2013 and has held it in 13 quarters since.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.