PS
BKU icon

Principal Securities’s Bankunited BKU Stock Holding History

Principal Securities’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
Q4 		– Sell
-267
Closed -$10.2K – 1592
2025
Q3 		$10.2K Buy
267
+14
+6% +$530 ﹤0.01% 2708
2025
Q2 		$9K Buy
253
+107
+73% +$3.59K ﹤0.01% 2649
2025
Q1 		$5.57K Hold
146
– – ﹤0.01% 2736
2024
Q4 		$5.57K Buy
146
+82
+128% +$3.15K ﹤0.01% 2733
2024
Q3 		$2.33K Buy
64
+20
+45% +$710 ﹤0.01% 2906
2024
Q2 		$1.29K Hold
44
– – ﹤0.01% 3013
2024
Q1 		$1.23K Hold
44
– – ﹤0.01% 2996
2023
Q4 		$1.43K Buy
+44
New +$1.14K ﹤0.01% 2886

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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Principal Securities's BKU Position: Q4 2025 in Review

Principal Securities sold out of Bankunited (BKU) in Q4 2025, closing a stake of 267 shares — an estimated $10.2K sold.

Principal Securities first reported a position in BKU in Q4 2023 and held it in 8 quarters. The position peaked at $10.2K in Q3 2025. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

  • Principal Securities reported no remaining Bankunited position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 267 Bankunited shares in Q4 2025, an estimated $10.2K.
  • Principal Securities first reported a position in Bankunited in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Bankunited position peaked at $10.2K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.