JSAM
BKU icon

J. Safra Asset Management’s Bankunited BKU Stock Holding History

J. Safra 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
-63
Closed -$2.4K – 629
2025
Q3 		$2.4K Sell
63
-292
-82% -$11.1K ﹤0.01% 376
2025
Q2 		$12.6K Buy
355
+77
+28% +$2.59K ﹤0.01% 281
2025
Q1 		$9.57K Buy
278
+17
+7% +$641 ﹤0.01% 296
2024
Q4 		$9.99K Buy
261
+116
+80% +$4.46K ﹤0.01% 295
2024
Q3 		$5.16K Buy
145
+124
+590% +$4.4K ﹤0.01% 260
2024
Q2 		$615 Buy
+21
New +$584 ﹤0.01% 265

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

J. Safra Asset Management's BKU Position: Q4 2025 in Review

J. Safra Asset Management sold out of Bankunited (BKU) in Q4 2025, closing a stake of 63 shares — an estimated $2.4K sold.

J. Safra Asset Management first reported a position in BKU in Q2 2024 and held it in 6 quarters. The position peaked at $12.6K in Q2 2025. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

  • J. Safra Asset Management reported no remaining Bankunited position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 63 Bankunited shares in Q4 2025, an estimated $2.4K.
  • J. Safra Asset Management first reported a position in Bankunited in Q2 2024 and held it in 6 quarters.
  • J. Safra Asset Management's Bankunited position peaked at $12.6K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.