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Rothschild Investment LLC’s Bankunited BKU Stock Holding History

Rothschild Investment LLC’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 		$23.5K Buy
485
+46
+10% +$2.16K ﹤0.01% 1493
2026
Q1 		$19.8K Buy
439
+22
+5% +$1.03K ﹤0.01% 1414
2025
Q4 		$18.6K Buy
417
+141
+51% +$5.84K ﹤0.01% 1348
2025
Q3 		$10.5K Sell
276
-9
-3% -$341 ﹤0.01% 1426
2025
Q2 		$10.1K Buy
285
+190
+200% +$6.38K ﹤0.01% 1213
2025
Q1 		$3.27K Sell
95
-5
-5% -$189 ﹤0.01% 1637
2024
Q4 		$3.82K Buy
100
+5
+5% +$192 ﹤0.01% 1451
2024
Q3 		$3.46K Buy
95
+45
+90% +$1.6K ﹤0.01% 1442
2024
Q2 		$1.46K Buy
50
+40
+400% +$1.11K ﹤0.01% 1493
2024
Q1 		$280 Buy
+10
New +$280 ﹤0.01% 1593

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

Rothschild Investment LLC's BKU Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bankunited (BKU) stake by 10% in Q2 2026, buying an estimated $2.16K and bringing the position to 485 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Rothschild Investment LLC first reported a position in BKU in Q1 2024 and has held it in 10 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Rothschild Investment LLC held 485 shares of Bankunited worth $23.5K as of Q2 2026.
  • Rothschild Investment LLC bought 46 Bankunited shares in Q2 2026, an estimated $2.16K.
  • Bankunited made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1493 holding.
  • Rothschild Investment LLC first reported a position in Bankunited in Q1 2024 and has held it in 10 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.