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Integrated Wealth Concepts’s Bankunited BKU Stock Holding History

Integrated Wealth Concepts’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 		$49.1K Buy
+1,014
New +$47.7K ﹤0.01% 3378

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Geode Capital Management
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

Integrated Wealth Concepts's BKU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bankunited (BKU) in Q2 2026: 1,014 shares worth $49.1K. The stake represents ﹤0.01% of the portfolio and ranks #3378 among its holdings.

338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Integrated Wealth Concepts held 1,014 shares of Bankunited worth $49.1K as of Q2 2026.
  • Bankunited was a new Integrated Wealth Concepts position in Q2 2026.
  • Bankunited made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3378 holding.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.