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Pinnacle Wealth Planning Services’s Bankunited BKU Stock Holding History

Pinnacle Wealth Planning Services’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 		$184K Buy
3,805
+26
+0.7% +$1.22K 0.02% 557
2026
Q1 		$171K Buy
3,779
+46
+1% +$2.15K 0.02% 537
2025
Q4 		$166K Buy
+3,733
New +$155K 0.02% 540
2021
Q1 		– Sell
-99
Closed -$3K – 548
2020
Q4 		$3K Buy
+99
New +$2.83K ﹤0.01% 1792

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

Pinnacle Wealth Planning Services's BKU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Bankunited (BKU) stake by 0.69% in Q2 2026, buying an estimated $1.22K and bringing the position to 3,805 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #557.

Pinnacle Wealth Planning Services first reported a position in BKU in Q4 2020 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,805 shares of Bankunited worth $184K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 26 Bankunited shares in Q2 2026, an estimated $1.22K.
  • Bankunited made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #557 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bankunited in Q4 2020 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.