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Ethic Inc’s Bankunited BKU Stock Holding History

Ethic Inc’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 		$268K Sell
5,523
-47
-0.8% -$2.21K ﹤0.01% 1177
2026
Q1 		$252K Sell
5,570
-134
-2% -$6.26K ﹤0.01% 1085
2025
Q4 		$254K Sell
5,704
-322
-5% -$13.3K ﹤0.01% 1057
2025
Q3 		$230K Sell
6,026
-1,236
-17% -$46.8K ﹤0.01% 1069
2025
Q2 		$259K Sell
7,262
-2,640
-27% -$88.6K ﹤0.01% 1028
2025
Q1 		$337K Sell
9,902
-265
-3% -$9.99K 0.01% 905
2024
Q4 		$388K Buy
10,167
+2,075
+26% +$79.8K 0.01% 872
2024
Q3 		$227K Sell
8,092
-3,041
-27% -$108K 0.01% 971
2024
Q2 		$326K Buy
11,133
+3,041
+38% +$84.6K 0.01% 885
2024
Q1 		$227K Sell
8,092
-944
-10% -$26.4K 0.01% 970
2023
Q4 		$293K Buy
+9,036
New +$234K 0.01% 882

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

Ethic Inc's BKU Position: Q2 2026 in Review

Ethic Inc reduced its Bankunited (BKU) stake by 0.84% in Q2 2026, selling an estimated $2.21K and leaving 5,523 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Ethic Inc first reported a position in BKU in Q4 2023 and has held it in 11 quarters since. The position peaked at $388K in Q4 2024. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Ethic Inc held 5,523 shares of Bankunited worth $268K as of Q2 2026.
  • Ethic Inc sold 47 Bankunited shares in Q2 2026, an estimated $2.21K.
  • Bankunited made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1177 holding.
  • Ethic Inc first reported a position in Bankunited in Q4 2023 and has held it in 11 quarters since.
  • Ethic Inc's Bankunited position peaked at $388K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.