Prestige Wealth Management Group’s Bankunited BKU Stock Holding History

Prestige Wealth Management Group’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	$1.16K	Hold	24	–	–	﹤0.01%	866
2026 Q1	$1.08K	Hold	24	–	–	﹤0.01%	850
2025 Q4	$1.07K	Hold	24	–	–	﹤0.01%	864
2025 Q3	$916	Hold	24	–	–	﹤0.01%	860
2025 Q2	$855	Hold	24	–	–	﹤0.01%	871
2025 Q1	$827	Hold	24	–	–	﹤0.01%	877
2024 Q4	$917	Hold	24	–	–	﹤0.01%	893
2024 Q3	$875	Hold	24	–	–	﹤0.01%	899
2024 Q2	$703	Hold	24	–	–	﹤0.01%	883
2024 Q1	$672	Hold	24	–	–	﹤0.01%	924
2023 Q4	$779	Sell	24 -2	-8%	-$52	﹤0.01%	882
2023 Q3	$591	Hold	26	–	–	﹤0.01%	947
2023 Q2	$561	Hold	26	–	–	﹤0.01%	970
2023 Q1	$588	Buy	+26	New	+$847	﹤0.01%	956

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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

Prestige Wealth Management Group's BKU Position: Q2 2026 in Review

Prestige Wealth Management Group held its Bankunited (BKU) position steady in Q2 2026 at 24 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Prestige Wealth Management Group first reported a position in BKU in Q1 2023 and has held it in 14 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Prestige Wealth Management Group held 24 shares of Bankunited worth $1.16K as of Q2 2026.
Prestige Wealth Management Group left its Bankunited share count unchanged in Q2 2026.
Bankunited made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #866 holding.
Prestige Wealth Management Group first reported a position in Bankunited in Q1 2023 and has held it in 14 quarters since.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.