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Merit Financial Group’s Bankunited BKU Stock Holding History

Merit 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 		$278K Buy
5,734
+282
+5% +$13.3K ﹤0.01% 1857
2026
Q1 		$246K Buy
5,452
+109
+2% +$5.09K ﹤0.01% 1782
2025
Q4 		$238K Buy
+5,343
New +$221K ﹤0.01% 1710

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

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

Merit Financial Group increased its Bankunited (BKU) stake by 5.2% in Q2 2026, buying an estimated $13.3K and bringing the position to 5,734 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Merit Financial Group first reported a position in BKU in Q4 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Merit Financial Group held 5,734 shares of Bankunited worth $278K as of Q2 2026.
  • Merit Financial Group bought 282 Bankunited shares in Q2 2026, an estimated $13.3K.
  • Bankunited made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1857 holding.
  • Merit Financial Group first reported a position in Bankunited in Q4 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.