Mackenzie Financial’s Bankunited BKU Stock Holding History

Mackenzie Financial’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	$238K	Buy	+4,907	New	+$231K	﹤0.01%	1461
2026 Q1	–	Sell	-4,731	Closed	-$211K	–	1464
2025 Q4	$211K	Sell	4,731 -14,819	-76%	-$614K	﹤0.01%	1524
2025 Q3	$746K	Buy	19,550 +455	+2%	+$17.2K	﹤0.01%	1149
2025 Q2	$680K	Buy	19,095 +1,370	+8%	+$46K	﹤0.01%	1121
2025 Q1	$610K	Buy	17,725 +1,865	+12%	+$70.3K	﹤0.01%	1135
2024 Q4	$605K	Buy	+15,860	New	+$610K	﹤0.01%	1087
2022 Q2	–	Sell	-4,803	Closed	-$211K	–	1464
2022 Q1	$211K	Sell	4,803 -187	-4%	-$8.11K	﹤0.01%	1275
2021 Q4	$211K	Sell	4,990 -465	-9%	-$19.5K	﹤0.01%	1315
2021 Q3	$228K	Buy	+5,455	New	+$223K	﹤0.01%	1255
2016 Q4	–	Sell	-40,300	Closed	-$1.22M	–	648
2016 Q3	$1.22M	Sell	40,300 -186,500	-82%	-$5.72M	0.01%	391
2016 Q2	$6.97M	Hold	226,800	–	–	0.04%	287
2016 Q1	$7.81M	Hold	226,800	–	–	0.07%	224
2015 Q4	$8.18M	Hold	226,800	–	–	0.05%	266
2015 Q3	$8.11M	Hold	226,800	–	–	0.05%	250
2015 Q2	$8.15M	Buy	226,800 +89,400	+65%	+$3.05M	0.04%	269
2015 Q1	$4.5M	Buy	137,400 +80,400	+141%	+$2.47M	0.02%	330
2014 Q4	$1.64M	Buy	+57,000	New	+$1.68M	0.01%	456

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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

Mackenzie Financial's BKU Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Bankunited (BKU) in Q2 2026: 4,907 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in BKU as recently as Q4 2025.

Mackenzie Financial first reported a position in BKU in Q4 2014 and has held it in 17 quarters since. The position peaked at $8.18M in Q4 2015. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Mackenzie Financial held 4,907 shares of Bankunited worth $238K as of Q2 2026.
Bankunited was a new Mackenzie Financial position in Q2 2026.
Bankunited made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1461 holding.
Mackenzie Financial first reported a position in Bankunited in Q4 2014 and has held it in 17 quarters since.
Mackenzie Financial's Bankunited position peaked at $8.18M in Q4 2015.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.