Neville Rodie & Shaw’s Bankunited BKU Stock Holding History

Neville Rodie & Shaw’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	$657K	Hold	13,557	–	–	0.04%	155
2026 Q1	$612K	Hold	13,557	–	–	0.04%	153
2025 Q4	$604K	Hold	13,557	–	–	0.04%	163
2025 Q3	$517K	Hold	13,557	–	–	0.04%	172
2025 Q2	$482K	Hold	13,557	–	–	0.04%	177
2025 Q1	$467K	Sell	13,557 -67	-0.5%	-$2.53K	0.04%	182
2024 Q4	$520K	Hold	13,624	–	–	0.04%	183
2024 Q3	$496K	Sell	13,624 -200	-1%	-$7.1K	0.04%	182
2024 Q2	$405K	Hold	13,824	–	–	0.03%	197
2024 Q1	$387K	Hold	13,824	–	–	0.03%	201
2023 Q4	$448K	Sell	13,824 -1,491	-10%	-$38.6K	0.04%	192
2023 Q3	$348K	Hold	15,315	–	–	0.03%	203
2023 Q2	$330K	Sell	15,315 -3,400	-18%	-$70K	0.03%	207
2023 Q1	$423K	Sell	18,715 -150	-0.8%	-$4.89K	0.04%	193
2022 Q4	$641K	Hold	18,865	–	–	0.06%	153
2022 Q3	$645K	Sell	18,865 -150	-0.8%	-$5.61K	0.06%	149
2022 Q2	$676K	Hold	19,015	–	–	0.06%	147
2022 Q1	$834K	Hold	19,015	–	–	0.06%	151
2021 Q4	$805K	Hold	19,015	–	–	0.06%	157
2021 Q3	$795K	Sell	19,015 -150	-0.8%	-$6.14K	0.06%	149
2021 Q2	$818K	Sell	19,165 -175	-0.9%	-$7.99K	0.06%	147
2021 Q1	$849K	Hold	19,340	–	–	0.07%	137
2020 Q4	$672K	Sell	19,340 -15,575	-45%	-$445K	0.06%	144
2020 Q3	$765K	Sell	34,915 -550	-2%	-$11.7K	0.07%	131
2020 Q2	$718K	Sell	35,465 -6,400	-15%	-$120K	0.07%	131
2020 Q1	$783K	Sell	41,865 -11,825	-22%	-$353K	0.1%	125
2019 Q4	$1.96M	Hold	53,690	–	–	0.19%	96
2019 Q3	$1.8M	Sell	53,690 -4,900	-8%	-$160K	0.19%	98
2019 Q2	$1.98M	Sell	58,590 -650	-1%	-$22.4K	0.21%	95
2019 Q1	$1.98M	Sell	59,240 -150	-0.3%	-$5.17K	0.21%	94
2018 Q4	$1.78M	Sell	59,390 -13,500	-19%	-$440K	0.22%	93
2018 Q3	$2.58M	Sell	72,890 -359	-0.5%	-$14.1K	0.25%	92
2018 Q2	$2.99M	Buy	73,249 +432	+0.6%	+$17.9K	0.32%	84
2018 Q1	$2.91M	Sell	72,817 -3,790	-5%	-$157K	0.32%	80
2017 Q4	$3.12M	Sell	76,607 -700	-0.9%	-$25.5K	0.33%	80
2017 Q3	$2.75M	Sell	77,307 -4,300	-5%	-$144K	0.31%	83
2017 Q2	$2.75M	Sell	81,607 -28,200	-26%	-$974K	0.31%	82
2017 Q1	$4.1M	Sell	109,807 -4,996	-4%	-$190K	0.47%	72
2016 Q4	$4.33M	Sell	114,803 -1,927	-2%	-$64.2K	0.51%	67
2016 Q3	$3.52M	Sell	116,730 -9,192	-7%	-$282K	0.41%	75
2016 Q2	$3.87M	Sell	125,922 -32,685	-21%	-$1.09M	0.46%	69
2016 Q1	$5.46M	Sell	158,607 -1,095	-0.7%	-$36.6K	0.66%	53
2015 Q4	$5.76M	Sell	159,702 -7,686	-5%	-$286K	0.69%	49
2015 Q3	$5.99M	Buy	167,388 +1,636	+1%	+$59.1K	0.73%	45
2015 Q2	$5.96M	Sell	165,752 -2,454	-1%	-$83.7K	0.65%	48
2015 Q1	$5.51M	Sell	168,206 -5,825	-3%	-$179K	0.57%	55
2014 Q4	$5.04M	Sell	174,031 -256,319	-60%	-$7.57M	0.51%	63
2014 Q3	$13.1M	Buy	430,350 +675	+0.2%	+$21.5K	1.29%	19
2014 Q2	$14.4M	Buy	429,675 +110,980	+35%	+$3.68M	1.44%	16
2014 Q1	$11.1M	Buy	+318,695	New	+$10.4M	1.2%	23

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

Neville Rodie & Shaw's BKU Position: Q2 2026 in Review

Neville Rodie & Shaw held its Bankunited (BKU) position steady in Q2 2026 at 13,557 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #155.

Neville Rodie & Shaw first reported a position in BKU in Q1 2014 and has held it in 50 quarters since. The position peaked at $14.4M in Q2 2014. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Neville Rodie & Shaw held 13,557 shares of Bankunited worth $657K as of Q2 2026.
Neville Rodie & Shaw left its Bankunited share count unchanged in Q2 2026.
Bankunited made up 0.04% of Neville Rodie & Shaw's portfolio in Q2 2026, its #155 holding.
Neville Rodie & Shaw first reported a position in Bankunited in Q1 2014 and has held it in 50 quarters since.
Neville Rodie & Shaw's Bankunited position peaked at $14.4M in Q2 2014.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.