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GeoWealth Management’s Bankunited BKU Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-852
Closed -$32.5K – 1142
2024
Q4 		$32.5K Sell
852
-5
-0.6% -$192 ﹤0.01% 1272
2024
Q3 		$31.2K Buy
+857
New +$30.4K ﹤0.01% 1200

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

GeoWealth Management's BKU Position: Q1 2025 in Review

GeoWealth Management sold out of Bankunited (BKU) in Q1 2025, closing a stake of 852 shares — an estimated $32.5K sold.

GeoWealth Management first reported a position in BKU in Q3 2024 and held it in 2 quarters. The position peaked at $32.5K in Q4 2024. 288 funds tracked by Wall St. Rank hold BKU as of Q1 2025.

  • GeoWealth Management reported no remaining Bankunited position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 852 Bankunited shares in Q1 2025, an estimated $32.5K.
  • GeoWealth Management first reported a position in Bankunited in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Bankunited position peaked at $32.5K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Bankunited as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.