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Jefferies Financial Group’s Bankunited BKU Stock Holding History

Jefferies Financial Group’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 		– Sell
-15,100
Closed -$682K – 1672
2026
Q1 		$682K Buy
+15,100
New +$705K ﹤0.01% 1077
2023
Q1 		– Sell
-13,761
Closed -$467K – 1639
2022
Q4 		$467K Buy
+13,761
New +$486K ﹤0.01% 1082

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

Jefferies Financial Group's BKU Position: Q2 2026 in Review

Jefferies Financial Group sold out of Bankunited (BKU) in Q2 2026, closing a stake of 15,100 shares — an estimated $682K sold.

Jefferies Financial Group first reported a position in BKU in Q4 2022 and held it in 2 quarters. The position peaked at $682K in Q1 2026. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Jefferies Financial Group reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 15,100 Bankunited shares in Q2 2026, an estimated $682K.
  • Jefferies Financial Group first reported a position in Bankunited in Q4 2022 and held it in 2 quarters.
  • Jefferies Financial Group's Bankunited position peaked at $682K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.