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Evelyn Partners Investment Management’s Bankunited BKU Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$26.2K Hold
580
– – ﹤0.01% 321
2025
Q4 		$25.9K Hold
580
– – ﹤0.01% 325
2025
Q3 		$22.1K Hold
580
– – ﹤0.01% 325
2025
Q2 		$20.6K Hold
580
– – ﹤0.01% 329
2025
Q1 		$20K Hold
580
– – ﹤0.01% 331
2024
Q4 		$22.1K Buy
+580
New +$22.3K ﹤0.01% 319

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Evelyn Partners Investment Management's BKU Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Bankunited (BKU) position steady in Q1 2026 at 580 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Evelyn Partners Investment Management first reported a position in BKU in Q4 2024 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold BKU as of Q1 2026.

  • Evelyn Partners Investment Management held 580 shares of Bankunited worth $26.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Bankunited share count unchanged in Q1 2026.
  • Bankunited made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #321 holding.
  • Evelyn Partners Investment Management first reported a position in Bankunited in Q4 2024 and has held it in 6 quarters since.
  • 325 funds tracked by Wall St. Rank held Bankunited as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.