Inspire Investing’s Bankunited BKU Stock Holding History

Inspire Investing’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 Q1	$524K	Buy	11,599 +850	+8%	+$39.7K	0.03%	485
2025 Q4	$479K	Sell	10,749 -1,490	-12%	-$61.7K	0.04%	330
2025 Q3	$467K	Buy	12,239 +1,081	+10%	+$40.9K	0.05%	323
2025 Q2	$397K	Buy	11,158 +1,136	+11%	+$38.1K	0.04%	342
2025 Q1	$345K	Sell	10,022 -487	-5%	-$18.4K	0.04%	430
2024 Q4	$401K	Sell	10,509 -860	-8%	-$33.1K	0.04%	526
2024 Q3	$414K	Sell	11,369 -716	-6%	-$25.4K	0.04%	430
2024 Q2	$354K	Sell	12,085 -547	-4%	-$15.2K	0.04%	452
2024 Q1	$354K	Buy	12,632 +807	+7%	+$22.6K	0.04%	777
2023 Q4	$383K	Sell	11,825 -1,564	-12%	-$40.5K	0.04%	589
2023 Q3	$304K	Sell	13,389 -951	-7%	-$24.4K	0.04%	774
2023 Q2	$309K	Buy	14,340 +2,222	+18%	+$45.7K	0.04%	773
2023 Q1	$274K	Buy	12,118 +5,147	+74%	+$168K	0.03%	529
2022 Q4	$237K	Buy	6,971 +922	+15%	+$32.6K	0.03%	406
2022 Q3	$207K	Buy	+6,049	New	+$226K	0.03%	443
2021 Q1	–	Sell	-10,109	Closed	-$352K	–	613
2020 Q4	$352K	Sell	10,109 -2,394	-19%	-$68.3K	0.08%	359
2020 Q3	$274K	Buy	+12,503	New	+$265K	0.08%	256
2020 Q2	–	Sell	-2,198	Closed	-$41K	–	520
2020 Q1	$41K	Buy	+2,198	New	+$65.7K	0.02%	567

Other funds holding BKU

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Geode Capital Management

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return