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New Age Alpha Advisors’s Bankunited BKU Stock Holding History

New Age Alpha 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
Q2 		$1.05M Buy
+21,603
New +$1.02M 0.04% 455
2025
Q2 		– Sell
-5,835
Closed -$201K – 853
2025
Q1 		$201K Sell
5,835
-4,965
-46% -$187K 0.01% 654
2024
Q4 		$412K Buy
+10,800
New +$416K 0.02% 558

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

New Age Alpha Advisors's BKU Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Bankunited (BKU) in Q2 2026: 21,603 shares worth $1.05M. The stake represents 0.04% of the portfolio and ranks #455 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in BKU as recently as Q1 2025.

New Age Alpha Advisors first reported a position in BKU in Q4 2024 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • New Age Alpha Advisors held 21,603 shares of Bankunited worth $1.05M as of Q2 2026.
  • Bankunited was a new New Age Alpha Advisors position in Q2 2026.
  • Bankunited made up 0.04% of New Age Alpha Advisors's portfolio in Q2 2026, its #455 holding.
  • New Age Alpha Advisors first reported a position in Bankunited in Q4 2024 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.