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EverSource Wealth Advisors’s Bankunited BKU Stock Holding History

EverSource Wealth Advisors’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 		$26.4K Sell
544
-630
-54% -$29.6K ﹤0.01% 2238
2026
Q1 		$53K Buy
1,174
+5
+0.4% +$233 ﹤0.01% 1833
2025
Q4 		$52.1K Sell
1,169
-209
-15% -$8.65K ﹤0.01% 1722
2025
Q3 		$52.6K Sell
1,378
-153
-10% -$5.79K ﹤0.01% 1674
2025
Q2 		$54.5K Buy
1,531
+898
+142% +$30.2K ﹤0.01% 1563
2025
Q1 		$21.8K Sell
633
-7
-1% -$264 ﹤0.01% 1645
2024
Q4 		$24.4K Buy
640
+100
+19% +$3.85K ﹤0.01% 1518
2024
Q3 		$19.7K Buy
540
+17
+3% +$604 ﹤0.01% 1496
2024
Q2 		$20.1K Hold
523
– – ﹤0.01% 1506
2024
Q1 		$14K Hold
523
– – ﹤0.01% 1534
2023
Q4 		$17K Hold
523
– – ﹤0.01% 1313
2023
Q3 		$11.9K Hold
523
– – ﹤0.01% 1354
2023
Q2 		$11.3K Buy
523
+178
+52% +$3.66K ﹤0.01% 1386
2023
Q1 		$7.79K Buy
+345
New +$11.2K ﹤0.01% 1471
2022
Q4 		– Sell
-289
Closed -$10K – 2315
2022
Q3 		$10K Sell
289
-409
-59% -$15.3K ﹤0.01% 1125
2022
Q2 		$25K Hold
698
– – 0.01% 770
2022
Q1 		$30K Sell
698
-12
-2% -$520 0.01% 570
2021
Q4 		$30K Buy
+710
New +$29.7K 0.01% 530

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

EverSource Wealth Advisors's BKU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bankunited (BKU) stake by 54% in Q2 2026, selling an estimated $29.6K and leaving 544 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

EverSource Wealth Advisors first reported a position in BKU in Q4 2021 and has held it in 18 quarters since. The position peaked at $54.5K in Q2 2025. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • EverSource Wealth Advisors held 544 shares of Bankunited worth $26.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 630 Bankunited shares in Q2 2026, an estimated $29.6K.
  • Bankunited made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2238 holding.
  • EverSource Wealth Advisors first reported a position in Bankunited in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Bankunited position peaked at $54.5K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.