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Hemington Wealth Management’s Bankunited BKU Stock Holding History

Hemington 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
2025
Q3 		$9K Buy
250
+26
+12% +$985 ﹤0.01% 902
2025
Q2 		$7K Sell
224
-7
-3% -$235 ﹤0.01% 967
2025
Q1 		$7K Buy
231
+40
+21% +$1.51K ﹤0.01% 909
2024
Q4 		$7K Buy
191
+19
+11% +$731 ﹤0.01% 881
2024
Q3 		$6K Buy
+172
New +$6.11K ﹤0.01% 856

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's BKU Position: Q3 2025 in Review

Hemington Wealth Management increased its Bankunited (BKU) stake by 12% in Q3 2025, buying an estimated $985 and bringing the position to 250 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Hemington Wealth Management first reported a position in BKU in Q3 2024 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold BKU as of Q3 2025.

  • Hemington Wealth Management held 250 shares of Bankunited worth $9K as of Q3 2025.
  • Hemington Wealth Management bought 26 Bankunited shares in Q3 2025, an estimated $985.
  • Bankunited made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #902 holding.
  • Hemington Wealth Management first reported a position in Bankunited in Q3 2024 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held Bankunited as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.