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BKU icon

NewEdge Advisors’s Bankunited BKU Stock Holding History

NewEdge 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 		$40K Buy
826
+5
+0.6% +$235 ﹤0.01% 3176
2026
Q1 		$37.1K Buy
821
+5
+0.6% +$233 ﹤0.01% 3020
2025
Q4 		$36.4K Buy
816
+6
+0.7% +$248 ﹤0.01% 3051
2025
Q3 		$30.9K Buy
810
+6
+0.7% +$227 ﹤0.01% 2982
2025
Q2 		$28.6K Buy
804
+8
+1% +$269 ﹤0.01% 2841
2025
Q1 		$27.4K Sell
796
-293
-27% -$11K ﹤0.01% 2751
2024
Q4 		$41.6K Buy
1,089
+9
+0.8% +$346 ﹤0.01% 2580
2024
Q3 		$39.4K Buy
1,080
+7
+0.7% +$249 ﹤0.01% 2515
2024
Q2 		$31.4K Buy
1,073
+11
+1% +$306 ﹤0.01% 2487
2024
Q1 		$29.7K Buy
1,062
+10
+1% +$280 ﹤0.01% 2481
2023
Q4 		$34.1K Buy
1,052
+12
+1% +$311 ﹤0.01% 2357
2023
Q3 		$23.6K Buy
1,040
+9
+0.9% +$231 ﹤0.01% 2341
2023
Q2 		$22.2K Buy
1,031
+13
+1% +$268 ﹤0.01% 2355
2023
Q1 		$23K Sell
1,018
-1,011
-50% -$32.9K ﹤0.01% 2291
2022
Q4 		$34.5K Sell
2,029
-6,795
-77% -$240K ﹤0.01% 1884
2022
Q3 		$302K Buy
8,824
+23
+0.3% +$860 0.01% 1203
2022
Q2 		$313K Sell
8,801
-1,661
-16% -$65.8K 0.01% 1195
2022
Q1 		$460K Sell
10,462
-925
-8% -$40.1K 0.01% 870
2021
Q4 		$481K Buy
+11,387
New +$477K 0.01% 1096
2020
Q3 		– Sell
-26,885
Closed -$544K – 927
2020
Q2 		$544K Buy
26,885
+10,707
+66% +$201K 0.02% 514
2020
Q1 		$303K Buy
16,178
+3,846
+31% +$115K 0.01% 596
2019
Q4 		$450K Buy
+12,332
New +$430K 0.02% 558
2017
Q3 		– Sell
-250
Closed -$8.32K – 443
2017
Q2 		$8.32K Buy
+250
New +$8.63K ﹤0.01% 1021

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

NewEdge Advisors's BKU Position: Q2 2026 in Review

NewEdge Advisors increased its Bankunited (BKU) stake by 0.61% in Q2 2026, buying an estimated $235 and bringing the position to 826 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

NewEdge Advisors first reported a position in BKU in Q2 2017 and has held it in 23 quarters since. The position peaked at $544K in Q2 2020. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • NewEdge Advisors held 826 shares of Bankunited worth $40K as of Q2 2026.
  • NewEdge Advisors bought 5 Bankunited shares in Q2 2026, an estimated $235.
  • Bankunited made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3176 holding.
  • NewEdge Advisors first reported a position in Bankunited in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's Bankunited position peaked at $544K in Q2 2020.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.