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Fortitude Family Office’s Bankunited BKU Stock Holding History

Fortitude Family Office’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
Q3 		$11.8K Buy
280
+4
+1% +$185 ﹤0.01% 1139
2026
Q2 		$13.4K Buy
276
+65
+31% +$3.06K ﹤0.01% 667
2026
Q1 		$9.53K Buy
211
+47
+29% +$2.19K ﹤0.01% 675
2025
Q4 		$7.31K Sell
164
-6
-4% -$248 ﹤0.01% 686
2025
Q3 		$6.49K Hold
170
– – ﹤0.01% 723
2025
Q2 		$6.05K Buy
170
+99
+139% +$3.32K ﹤0.01% 728
2025
Q1 		$2.44K Hold
71
– – ﹤0.01% 893
2024
Q4 		$2.71K Buy
71
+22
+45% +$847 ﹤0.01% 978
2024
Q3 		$1.79K Hold
49
– – ﹤0.01% 1027
2024
Q2 		$1.43K Hold
49
– – ﹤0.01% 840
2024
Q1 		$1.37K Hold
49
– – ﹤0.01% 876
2023
Q4 		$1.59K Buy
+49
New +$1.27K ﹤0.01% 901

Other funds holding BKU

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's BKU Position: Q3 2026 in Review

Fortitude Family Office increased its Bankunited (BKU) stake by 1.4% in Q3 2026, buying an estimated $185 and bringing the position to 280 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Fortitude Family Office first reported a position in BKU in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.4K in Q2 2026. 19 funds tracked by Wall St. Rank hold BKU as of Q3 2026.

  • Fortitude Family Office held 280 shares of Bankunited worth $11.8K as of Q3 2026.
  • Fortitude Family Office bought 4 Bankunited shares in Q3 2026, an estimated $185.
  • Bankunited made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1139 holding.
  • Fortitude Family Office first reported a position in Bankunited in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's Bankunited position peaked at $13.4K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Bankunited as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.