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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
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
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

Essential Partners's BKU Position: Q2 2026 in Review

Essential Partners reduced its Bankunited (BKU) stake by 28% in Q2 2026, selling an estimated $10.3K and leaving 563 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #792.

Essential Partners first reported a position in BKU in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.3K in Q1 2026. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Essential Partners held 563 shares of Bankunited worth $27.3K as of Q2 2026.
  • Essential Partners sold 218 Bankunited shares in Q2 2026, an estimated $10.3K.
  • Bankunited made up 0.01% of Essential Partners's portfolio in Q2 2026, its #792 holding.
  • Essential Partners first reported a position in Bankunited in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bankunited position peaked at $35.3K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.