SageView Advisory Group’s Bankunited BKU Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-70	Closed	-$3.12K	–	809
2025 Q4	$3.12K	Buy	+70	New	+$2.9K	﹤0.01%	2107

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SageView Advisory Group's BKU Position: Q1 2026 in Review

SageView Advisory Group sold out of Bankunited (BKU) in Q1 2026, closing a stake of 70 shares — an estimated $3.12K sold.

SageView Advisory Group first reported a position in BKU in Q4 2025 and held it in 1 quarter. The position peaked at $3.12K in Q4 2025. 326 funds tracked by Wall St. Rank hold BKU as of Q1 2026.

SageView Advisory Group reported no remaining Bankunited position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 70 Bankunited shares in Q1 2026, an estimated $3.12K.
SageView Advisory Group first reported a position in Bankunited in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Bankunited position peaked at $3.12K in Q4 2025.
326 funds tracked by Wall St. Rank held Bankunited as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.