Diversified Trust
BKU icon

Diversified Trust’s Bankunited BKU Stock Holding History

Diversified Trust’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
Q3 		$859K Buy
+20,362
New +$944K 0.02% 508
2016
Q3 		– Sell
-8,950
Closed -$275K – 291
2016
Q2 		$275K Hold
8,950
– – 0.03% 314
2016
Q1 		$308K Buy
+8,950
New +$300K 0.03% 307

Other funds holding BKU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Diversified Trust's BKU Position: Q3 2026 in Review

Diversified Trust opened a new position in Bankunited (BKU) in Q3 2026: 20,362 shares worth $859K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Diversified Trust previously reported a position in BKU as recently as Q2 2016.

Diversified Trust first reported a position in BKU in Q1 2016 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold BKU as of Q3 2026.

  • Diversified Trust held 20,362 shares of Bankunited worth $859K as of Q3 2026.
  • Bankunited was a new Diversified Trust position in Q3 2026.
  • Bankunited made up 0.02% of Diversified Trust's portfolio in Q3 2026, its #508 holding.
  • Diversified Trust first reported a position in Bankunited in Q1 2016 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Bankunited as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.