James Investment Research’s Bankunited BKU Stock Holding History

James Investment Research’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	$404K	Buy	8,949 +11	+0.1%	+$514	0.05%	269
2025 Q4	$398K	Hold	8,938	–	–	0.04%	273
2025 Q3	$341K	Buy	8,938 +1,835	+26%	+$69.5K	0.04%	282
2025 Q2	$253K	Hold	7,103	–	–	0.03%	288
2025 Q1	$245K	Buy	+7,103	New	+$268K	0.03%	283
2023 Q2	–	Sell	-4,932	Closed	-$111K	–	307
2023 Q1	$111K	Sell	4,932 -600	-11%	-$19.5K	0.01%	294
2022 Q4	$188K	Hold	5,532	–	–	0.03%	263
2022 Q3	$189K	Hold	5,532	–	–	0.03%	268
2022 Q2	$197K	Buy	5,532 +18	+0.3%	+$713	0.03%	258
2022 Q1	$242K	Buy	5,514 +14	+0.3%	+$607	0.03%	260
2021 Q4	$233K	Hold	5,500	–	–	0.02%	274
2021 Q3	$230K	Buy	+5,500	New	+$225K	0.02%	263
2018 Q2	–	Sell	-49,249	Closed	-$1.97M	–	799
2018 Q1	$1.97M	Buy	+49,249	New	+$2.03M	0.07%	316
2016 Q4	–	Sell	-1,348	Closed	-$41K	–	553
2016 Q3	$41K	Buy	+1,348	New	+$41.3K	﹤0.01%	421

Other funds holding BKU

BlackRock New York $5.7T 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 $134B AUM 35.51% 1-Year Est. Return