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Global Financial Private Client’s Bankunited BKU Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-13
Closed -$448 – 385
2025
Q1 		$448 Buy
13
+7
+117% +$264 ﹤0.01% 1318
2024
Q4 		$229 Buy
+6
New +$231 ﹤0.01% 1217

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Financial Private Client's BKU Position: Q2 2025 in Review

Global Financial Private Client sold out of Bankunited (BKU) in Q2 2025, closing a stake of 13 shares — an estimated $448 sold.

Global Financial Private Client first reported a position in BKU in Q4 2024 and held it in 2 quarters. The position peaked at $448 in Q1 2025. 277 funds tracked by Wall St. Rank hold BKU as of Q2 2025.

  • Global Financial Private Client reported no remaining Bankunited position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 13 Bankunited shares in Q2 2025, an estimated $448.
  • Global Financial Private Client first reported a position in Bankunited in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Bankunited position peaked at $448 in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Bankunited as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.