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Root Financial Partners’s Bankunited BKU Stock Holding History

Root Financial Partners’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 		– Sell
-391
Closed -$17.7K – 763
2026
Q1 		$17.7K Buy
391
+58
+17% +$2.71K ﹤0.01% 1394
2025
Q4 		$14.8K Buy
333
+50
+18% +$2.07K ﹤0.01% 1322
2025
Q3 		$10.8K Buy
+283
New +$10.7K ﹤0.01% 1425

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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

Root Financial Partners's BKU Position: Q2 2026 in Review

Root Financial Partners sold out of Bankunited (BKU) in Q2 2026, closing a stake of 391 shares — an estimated $17.7K sold.

Root Financial Partners first reported a position in BKU in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q1 2026. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Root Financial Partners reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 391 Bankunited shares in Q2 2026, an estimated $17.7K.
  • Root Financial Partners first reported a position in Bankunited in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bankunited position peaked at $17.7K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.