Hennion & Walsh Asset Management’s Bankunited BKU Stock Holding History

Hennion & Walsh Asset 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 Q4	–	Sell	-7,990	Closed	-$305K	–	935
2025 Q3	$305K	Sell	7,990 -188	-2%	-$7.12K	0.01%	840
2025 Q2	$291K	Sell	8,178 -479	-6%	-$16.1K	0.01%	821
2025 Q1	$298K	Sell	8,657 -70	-0.8%	-$2.64K	0.01%	763
2024 Q4	$333K	Sell	8,727 -5,813	-40%	-$224K	0.02%	732
2024 Q3	$530K	Sell	14,540 -1,062	-7%	-$37.7K	0.02%	601
2024 Q2	$457K	Buy	15,602 +4,437	+40%	+$123K	0.02%	611
2024 Q1	$313K	Buy	11,165 +1,985	+22%	+$55.5K	0.02%	681
2023 Q4	$298K	Buy	+9,180	New	+$238K	0.02%	683

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 $9.43B AUM 69.06% 1-Year Est. Return

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

Hennion & Walsh Asset Management's BKU Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Bankunited (BKU) in Q4 2025, closing a stake of 7,990 shares — an estimated $305K sold.

Hennion & Walsh Asset Management first reported a position in BKU in Q4 2023 and held it in 8 quarters. The position peaked at $530K in Q3 2024. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

Hennion & Walsh Asset Management reported no remaining Bankunited position as of Q4 2025 after selling out during the quarter.
Hennion & Walsh Asset Management sold 7,990 Bankunited shares in Q4 2025, an estimated $305K.
Hennion & Walsh Asset Management first reported a position in Bankunited in Q4 2023 and held it in 8 quarters.
Hennion & Walsh Asset Management's Bankunited position peaked at $530K in Q3 2024.
308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.