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Financial Consulate’s Bankunited BKU Stock Holding History

Financial Consulate’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 		$969 Hold
20
– – ﹤0.01% 1171
2026
Q1 		$904 Hold
20
– – ﹤0.01% 1129
2025
Q4 		$892 Buy
+20
New +$828 ﹤0.01% 1039

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

Financial Consulate's BKU Position: Q2 2026 in Review

Financial Consulate held its Bankunited (BKU) position steady in Q2 2026 at 20 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Financial Consulate first reported a position in BKU in Q4 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Financial Consulate held 20 shares of Bankunited worth $969 as of Q2 2026.
  • Financial Consulate left its Bankunited share count unchanged in Q2 2026.
  • Bankunited made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1171 holding.
  • Financial Consulate first reported a position in Bankunited in Q4 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.