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JFS Wealth Advisors’s Bankunited BKU Stock Holding History

JFS Wealth Advisors’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 		$5.57K Buy
115
+10
+10% +$470 ﹤0.01% 1238
2026
Q1 		$4.74K Buy
105
+6
+6% +$280 ﹤0.01% 1212
2025
Q4 		$4.41K Buy
99
+26
+36% +$1.08K ﹤0.01% 1292
2025
Q3 		$2.79K Hold
73
– – ﹤0.01% 1345
2025
Q2 		$2.6K Sell
73
-10
-12% -$336 ﹤0.01% 1320
2025
Q1 		$2.86K Buy
83
+10
+14% +$377 ﹤0.01% 1334
2024
Q4 		$2.79K Hold
73
– – ﹤0.01% 1345
2024
Q3 		$2.66K Buy
73
+2
+3% +$71 ﹤0.01% 1370
2024
Q2 		$2.08K Hold
71
– – ﹤0.01% 1416
2024
Q1 		$1.99K Hold
71
– – ﹤0.01% 1443
2023
Q4 		$2.3K Buy
71
+2
+3% +$52 ﹤0.01% 1367
2023
Q3 		$1.57K Buy
69
+15
+28% +$384 ﹤0.01% 1454
2023
Q2 		$1.16K Buy
+54
New +$1.11K ﹤0.01% 1559
2023
Q1 		– Sell
-53
Closed -$1.8K – 1961
2022
Q4 		$1.8K Sell
53
-22
-29% -$777 ﹤0.01% 1412
2022
Q3 		$3K Buy
75
+41
+121% +$1.53K ﹤0.01% 1148
2022
Q2 		$1K Sell
34
-25
-42% -$990 ﹤0.01% 1473
2022
Q1 		$3K Buy
59
+34
+136% +$1.47K ﹤0.01% 1214
2021
Q4 		$1K Buy
+25
New +$1.05K ﹤0.01% 1270

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

JFS Wealth Advisors's BKU Position: Q2 2026 in Review

JFS Wealth Advisors increased its Bankunited (BKU) stake by 9.5% in Q2 2026, buying an estimated $470 and bringing the position to 115 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

JFS Wealth Advisors first reported a position in BKU in Q4 2021 and has held it in 18 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • JFS Wealth Advisors held 115 shares of Bankunited worth $5.57K as of Q2 2026.
  • JFS Wealth Advisors bought 10 Bankunited shares in Q2 2026, an estimated $470.
  • Bankunited made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1238 holding.
  • JFS Wealth Advisors first reported a position in Bankunited in Q4 2021 and has held it in 18 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.