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Larson Financial Group’s Bankunited BKU Stock Holding History

Larson 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 		$31.4K Buy
648
+83
+15% +$3.9K ﹤0.01% 1751
2026
Q1 		$25.5K Buy
565
+48
+9% +$2.24K ﹤0.01% 1711
2025
Q4 		$23K Buy
517
+464
+875% +$19.2K ﹤0.01% 1634
2025
Q3 		$2.02K Sell
53
-15
-22% -$568 ﹤0.01% 2706
2025
Q2 		$2.42K Buy
68
+59
+656% +$1.98K ﹤0.01% 2347
2025
Q1 		$310 Hold
9
– – ﹤0.01% 2688
2024
Q4 		$344 Hold
9
– – ﹤0.01% 2297
2024
Q3 		$328 Hold
9
– – ﹤0.01% 2234
2024
Q2 		$263 Buy
+9
New +$250 ﹤0.01% 1996

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

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

Larson Financial Group increased its Bankunited (BKU) stake by 15% in Q2 2026, buying an estimated $3.9K and bringing the position to 648 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Larson Financial Group first reported a position in BKU in Q2 2024 and has held it in 9 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Larson Financial Group held 648 shares of Bankunited worth $31.4K as of Q2 2026.
  • Larson Financial Group bought 83 Bankunited shares in Q2 2026, an estimated $3.9K.
  • Bankunited made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1751 holding.
  • Larson Financial Group first reported a position in Bankunited in Q2 2024 and has held it in 9 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

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