Global Retirement Partners’s Bankunited BKU Stock Holding History

Global Retirement Partners’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 Q4	$61.1K	Buy	1,372 +1,364	+17,050%	+$56.5K	﹤0.01%	2235
2025 Q3	$305	Hold	8	–	–	﹤0.01%	3705
2025 Q2	$285	Buy	+8	New	+$269	﹤0.01%	3637
2023 Q1	–	Sell	-15	Closed	-$510	–	3212
2022 Q4	$510	Sell	15 -30	-67%	-$1.06K	﹤0.01%	2751
2022 Q3	$2K	Sell	45 -10	-18%	-$374	﹤0.01%	2200
2022 Q2	$2K	Sell	55 -7	-11%	-$277	﹤0.01%	2159
2022 Q1	$3K	Buy	+62	New	+$2.69K	﹤0.01%	2031
2018 Q4	–	Sell	-194	Closed	-$7K	–	1460
2018 Q3	$7K	Hold	194	–	–	﹤0.01%	1121
2018 Q2	$8K	Buy	+194	New	+$8.04K	﹤0.01%	1054

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Global Retirement Partners's BKU Position: Q4 2025 in Review

Global Retirement Partners increased its Bankunited (BKU) stake by 17,050% in Q4 2025, buying an estimated $56.5K and bringing the position to 1,372 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Global Retirement Partners first reported a position in BKU in Q2 2018 and has held it in 9 quarters since. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

Global Retirement Partners held 1,372 shares of Bankunited worth $61.1K as of Q4 2025.
Global Retirement Partners bought 1,364 Bankunited shares in Q4 2025, an estimated $56.5K.
Bankunited made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2235 holding.
Global Retirement Partners first reported a position in Bankunited in Q2 2018 and has held it in 9 quarters since.
308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.