Marshall Wace’s Bankunited BKU Stock Holding History

Marshall Wace’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	$828K	Sell	17,086 -19,052	-53%	-$896K	﹤0.01%	2298
2026 Q1	$1.63M	Buy	+36,138	New	+$1.69M	﹤0.01%	1894
2025 Q2	–	Sell	-34,168	Closed	-$1.18M	–	2717
2025 Q1	$1.18M	Buy	34,168 +28,506	+503%	+$1.07M	﹤0.01%	1712
2024 Q4	$216K	Buy	+5,662	New	+$218K	﹤0.01%	2330
2022 Q1	–	Sell	-22,493	Closed	-$951K	–	3365
2021 Q4	$951K	Sell	22,493 -45,581	-67%	-$1.91M	﹤0.01%	2497
2021 Q3	$2.85M	Buy	+68,074	New	+$2.79M	0.01%	1303
2014 Q3	–	Sell	-2,403	Closed	-$80K	–	884
2014 Q2	$80K	Sell	2,403 -323,336	-99%	-$10.7M	﹤0.01%	901
2014 Q1	$11.3M	Buy	+325,739	New	+$10.6M	0.21%	134

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

Marshall Wace's BKU Position: Q2 2026 in Review

Marshall Wace reduced its Bankunited (BKU) stake by 53% in Q2 2026, selling an estimated $896K and leaving 17,086 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Marshall Wace first reported a position in BKU in Q1 2014 and has held it in 8 quarters since. The position peaked at $11.3M in Q1 2014. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Marshall Wace held 17,086 shares of Bankunited worth $828K as of Q2 2026.
Marshall Wace sold 19,052 Bankunited shares in Q2 2026, an estimated $896K.
Bankunited made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2298 holding.
Marshall Wace first reported a position in Bankunited in Q1 2014 and has held it in 8 quarters since.
Marshall Wace's Bankunited position peaked at $11.3M in Q1 2014.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.