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Kestra Advisory Services’s Bankunited BKU Stock Holding History

Kestra Advisory Services’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 		– Sell
-781
Closed -$34.8K – 3263
2025
Q4 		$34.8K Buy
+781
New +$32.3K ﹤0.01% 4194
2023
Q1 		– Sell
-10,949
Closed -$372K – 2087
2022
Q4 		$372K Buy
+10,949
New +$387K ﹤0.01% 1589

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kestra Advisory Services's BKU Position: Q1 2026 in Review

Kestra Advisory Services sold out of Bankunited (BKU) in Q1 2026, closing a stake of 781 shares — an estimated $34.8K sold.

Kestra Advisory Services first reported a position in BKU in Q4 2022 and held it in 2 quarters. The position peaked at $372K in Q4 2022. 326 funds tracked by Wall St. Rank hold BKU as of Q1 2026.

  • Kestra Advisory Services reported no remaining Bankunited position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 781 Bankunited shares in Q1 2026, an estimated $34.8K.
  • Kestra Advisory Services first reported a position in Bankunited in Q4 2022 and held it in 2 quarters.
  • Kestra Advisory Services's Bankunited position peaked at $372K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Bankunited as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.