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Gilpin Wealth Management’s Bankunited BKU Stock Holding History

Gilpin Wealth 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
2026
Q3 		$211 Hold
5
– – ﹤0.01% 1105
2026
Q2 		$243 Hold
5
– – ﹤0.01% 875
2026
Q1 		$226 Hold
5
– – ﹤0.01% 832
2025
Q4 		$223 Buy
+5
New +$207 ﹤0.01% 626

Other funds holding BKU

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's BKU Position: Q3 2026 in Review

Gilpin Wealth Management held its Bankunited (BKU) position steady in Q3 2026 at 5 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Gilpin Wealth Management first reported a position in BKU in Q4 2025 and has held it in 4 quarters since. The position peaked at $243 in Q2 2026. 8 funds tracked by Wall St. Rank hold BKU as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Bankunited worth $211 as of Q3 2026.
  • Gilpin Wealth Management left its Bankunited share count unchanged in Q3 2026.
  • Bankunited made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1105 holding.
  • Gilpin Wealth Management first reported a position in Bankunited in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Bankunited position peaked at $243 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Bankunited as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.