Root Financial Partners
BKU icon

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
Q3 		$16.9K Buy
+401
New +$18.6K ﹤0.01% 1643
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

Other funds holding BKU

Artemis Investment Management
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Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

Root Financial Partners's BKU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bankunited (BKU) in Q3 2026: 401 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1643 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BKU as recently as Q1 2026.

Root Financial Partners first reported a position in BKU in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q1 2026. 76 funds tracked by Wall St. Rank hold BKU as of Q3 2026.

  • Root Financial Partners held 401 shares of Bankunited worth $16.9K as of Q3 2026.
  • Bankunited was a new Root Financial Partners position in Q3 2026.
  • Bankunited made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1643 holding.
  • Root Financial Partners first reported a position in Bankunited in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Bankunited position peaked at $17.7K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Bankunited as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.