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
2026 Q2	$66.5K	Buy	+1,372	New	+$64.5K	﹤0.01%	2333
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Global Retirement Partners's BKU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Bankunited (BKU) in Q2 2026: 1,372 shares worth $66.5K. The stake represents ﹤0.01% of the portfolio and ranks #2333 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BKU as recently as Q4 2025.

Global Retirement Partners first reported a position in BKU in Q2 2018 and has held it in 10 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Global Retirement Partners held 1,372 shares of Bankunited worth $66.5K as of Q2 2026.
Bankunited was a new Global Retirement Partners position in Q2 2026.
Bankunited made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2333 holding.
Global Retirement Partners first reported a position in Bankunited in Q2 2018 and has held it in 10 quarters since.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.