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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Age Alpha Advisors's BKU Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Bankunited (BKU) in Q2 2025, closing a stake of 5,835 shares — an estimated $201K sold.

New Age Alpha Advisors first reported a position in BKU in Q4 2024 and held it in 2 quarters. The position peaked at $412K in Q4 2024. 277 funds tracked by Wall St. Rank hold BKU as of Q2 2025.

  • New Age Alpha Advisors reported no remaining Bankunited position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 5,835 Bankunited shares in Q2 2025, an estimated $201K.
  • New Age Alpha Advisors first reported a position in Bankunited in Q4 2024 and held it in 2 quarters.
  • New Age Alpha Advisors's Bankunited position peaked at $412K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Bankunited as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.