Jones Financial Companies
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Jones Financial Companies’s Bankunited BKU Stock Holding History

Jones Financial Companies’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 		$131K Buy
2,660
+815
+44% +$38.3K ﹤0.01% 2746
2026
Q1 		$82.1K Buy
1,845
+454
+33% +$21.2K ﹤0.01% 2744
2025
Q4 		$62K Buy
1,391
+29
+2% +$1.2K ﹤0.01% 2426
2025
Q3 		$52.6K Buy
1,362
+1,331
+4,294% +$50.4K ﹤0.01% 2358
2025
Q2 		$1.1K Buy
+31
New +$1.04K ﹤0.01% 3633

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

Jones Financial Companies's BKU Position: Q2 2026 in Review

Jones Financial Companies increased its Bankunited (BKU) stake by 44% in Q2 2026, buying an estimated $38.3K and bringing the position to 2,660 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Jones Financial Companies first reported a position in BKU in Q2 2025 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Jones Financial Companies held 2,660 shares of Bankunited worth $131K as of Q2 2026.
  • Jones Financial Companies bought 815 Bankunited shares in Q2 2026, an estimated $38.3K.
  • Bankunited made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2746 holding.
  • Jones Financial Companies first reported a position in Bankunited in Q2 2025 and has held it in 5 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.