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Rialto Wealth Management’s Bankunited BKU Stock Holding History

Rialto Wealth Management’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 		$679 Hold
14
– – ﹤0.01% 1518
2026
Q1 		$633 Buy
14
+4
+40% +$187 ﹤0.01% 1278
2025
Q4 		$446 Buy
10
+3
+43% +$124 ﹤0.01% 1329
2025
Q3 		$268 Buy
7
+3
+75% +$114 ﹤0.01% 1431
2025
Q2 		$143 Buy
+4
New +$134 ﹤0.01% 1467

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

Rialto Wealth Management's BKU Position: Q2 2026 in Review

Rialto Wealth Management held its Bankunited (BKU) position steady in Q2 2026 at 14 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Rialto Wealth Management first reported a position in BKU in Q2 2025 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Rialto Wealth Management held 14 shares of Bankunited worth $679 as of Q2 2026.
  • Rialto Wealth Management left its Bankunited share count unchanged in Q2 2026.
  • Bankunited made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1518 holding.
  • Rialto Wealth Management first reported a position in Bankunited in Q2 2025 and has held it in 5 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.