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Essential Partners’s Bankunited BKU Stock Holding History

Essential 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
Q3 		$21.8K Sell
516
-47
-8% -$2.18K 0.01% 883
2026
Q2 		$27.3K Sell
563
-218
-28% -$10.3K 0.01% 792
2026
Q1 		$35.3K Hold
781
– – 0.01% 702
2025
Q4 		$34.8K Buy
781
+212
+37% +$8.78K 0.01% 715
2025
Q3 		$21.7K Buy
569
+336
+144% +$12.7K 0.01% 867
2025
Q2 		$8.29K Buy
+233
New +$7.82K ﹤0.01% 898

Other funds holding BKU

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's BKU Position: Q3 2026 in Review

Essential Partners reduced its Bankunited (BKU) stake by 8.3% in Q3 2026, selling an estimated $2.18K and leaving 516 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #883.

Essential Partners first reported a position in BKU in Q2 2025 and has held it in 6 quarters since. The position peaked at $35.3K in Q1 2026. 18 funds tracked by Wall St. Rank hold BKU as of Q3 2026.

  • Essential Partners held 516 shares of Bankunited worth $21.8K as of Q3 2026.
  • Essential Partners sold 47 Bankunited shares in Q3 2026, an estimated $2.18K.
  • Bankunited made up 0.01% of Essential Partners's portfolio in Q3 2026, its #883 holding.
  • Essential Partners first reported a position in Bankunited in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Bankunited position peaked at $35.3K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Bankunited as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.