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Evelyn Partners’s Bankunited BKU Stock Holding History

Evelyn 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 		$28.1K Buy
+580
New +$27.3K ﹤0.01% 414

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

Evelyn Partners's BKU Position: Q2 2026 in Review

Evelyn Partners opened a new position in Bankunited (BKU) in Q2 2026: 580 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

317 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Evelyn Partners held 580 shares of Bankunited worth $28.1K as of Q2 2026.
  • Bankunited was a new Evelyn Partners position in Q2 2026.
  • Bankunited made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #414 holding.
  • 317 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.