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 Q2	$434K	Hold	8,949	–	–	0.04%	280
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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

James Investment Research's BKU Position: Q2 2026 in Review

James Investment Research held its Bankunited (BKU) position steady in Q2 2026 at 8,949 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #280.

James Investment Research first reported a position in BKU in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.97M in Q1 2018. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

James Investment Research held 8,949 shares of Bankunited worth $434K as of Q2 2026.
James Investment Research left its Bankunited share count unchanged in Q2 2026.
Bankunited made up 0.04% of James Investment Research's portfolio in Q2 2026, its #280 holding.
James Investment Research first reported a position in Bankunited in Q3 2016 and has held it in 15 quarters since.
James Investment Research's Bankunited position peaked at $1.97M in Q1 2018.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.