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Physician Wealth Advisors’s Bankunited BKU Stock Holding History

Physician Wealth 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 		$5.23K Buy
108
+11
+11% +$517 ﹤0.01% 1070
2026
Q1 		$4.38K Hold
97
– – ﹤0.01% 1050
2025
Q4 		$4.32K Hold
97
– – ﹤0.01% 1016
2025
Q3 		$3.7K Hold
97
– – ﹤0.01% 1011
2025
Q2 		$3.45K Buy
97
+57
+143% +$1.91K ﹤0.01% 890
2025
Q1 		$1.38K Buy
+40
New +$1.51K ﹤0.01% 946

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

Physician Wealth Advisors's BKU Position: Q2 2026 in Review

Physician Wealth Advisors increased its Bankunited (BKU) stake by 11% in Q2 2026, buying an estimated $517 and bringing the position to 108 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Physician Wealth Advisors first reported a position in BKU in Q1 2025 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Physician Wealth Advisors held 108 shares of Bankunited worth $5.23K as of Q2 2026.
  • Physician Wealth Advisors bought 11 Bankunited shares in Q2 2026, an estimated $517.
  • Bankunited made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1070 holding.
  • Physician Wealth Advisors first reported a position in Bankunited in Q1 2025 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.