Legacy Advisors
BKU icon

Legacy Advisors’s Bankunited BKU Stock Holding History

Legacy 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
Q3 		$228K Hold
5,400
– – 0.02% 286
2026
Q2 		$262K Hold
5,400
– – 0.02% 277
2026
Q1 		$244K Hold
5,400
– – 0.03% 239
2025
Q4 		$241K Hold
5,400
– – 0.03% 249
2025
Q3 		$206K Buy
+5,400
New +$205K 0.03% 238

Other funds holding BKU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Legacy Advisors's BKU Position: Q3 2026 in Review

Legacy Advisors held its Bankunited (BKU) position steady in Q3 2026 at 5,400 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #286.

Legacy Advisors first reported a position in BKU in Q3 2025 and has held it in 5 quarters since. The position peaked at $262K in Q2 2026. 167 funds tracked by Wall St. Rank hold BKU as of Q3 2026.

  • Legacy Advisors held 5,400 shares of Bankunited worth $228K as of Q3 2026.
  • Legacy Advisors left its Bankunited share count unchanged in Q3 2026.
  • Bankunited made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #286 holding.
  • Legacy Advisors first reported a position in Bankunited in Q3 2025 and has held it in 5 quarters since.
  • Legacy Advisors's Bankunited position peaked at $262K in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Bankunited as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.