SOA Wealth Advisors’s Bankunited BKU Stock Holding History

SOA Wealth Advisors’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	$5.75K	Buy	119 +1	+0.8%	+$47	﹤0.01%	686
2026 Q1	$5.32K	Buy	118 +1	+0.9%	+$47	﹤0.01%	649
2025 Q4	$5.22K	Buy	117 +1	+0.9%	+$41	﹤0.01%	659
2025 Q3	$4.43K	Buy	116 +1	+0.9%	+$38	﹤0.01%	675
2025 Q2	$4.1K	Buy	115 +1	+0.9%	+$34	﹤0.01%	666
2025 Q1	$3.93K	Buy	114 +1	+0.9%	+$38	﹤0.01%	652
2024 Q4	$4.33K	Buy	113 +1	+0.9%	+$38	﹤0.01%	630
2024 Q3	$4.1K	Hold	112	–	–	﹤0.01%	617
2024 Q2	$3.27K	Buy	112 +2	+2%	+$56	﹤0.01%	638
2024 Q1	$3.09K	Buy	110 +1	+0.9%	+$28	﹤0.01%	660
2023 Q4	$3.54K	Buy	109 +1	+0.9%	+$26	﹤0.01%	639
2023 Q3	$2.45K	Buy	108 +1	+0.9%	+$26	﹤0.01%	696
2023 Q2	$2.31K	Buy	107 +1	+0.9%	+$21	﹤0.01%	710
2023 Q1	$2.39K	Buy	106 +1	+1%	+$33	﹤0.01%	708
2022 Q4	$3.57K	Buy	105 +1	+1%	+$35	﹤0.01%	667
2022 Q3	$3K	Buy	104 +1	+1%	+$37	﹤0.01%	651
2022 Q2	$3K	Buy	103 +1	+1%	+$40	﹤0.01%	634
2022 Q1	$4K	Hold	102	–	–	﹤0.01%	705
2021 Q4	$4K	Buy	102 +1	+1%	+$42	﹤0.01%	684
2021 Q3	$4K	Hold	101	–	–	﹤0.01%	701
2021 Q2	$4K	Buy	101 +1	+1%	+$46	﹤0.01%	684
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	641
2020 Q4	$3K	Buy	+100	New	+$2.85K	﹤0.01%	657

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

SOA Wealth Advisors's BKU Position: Q2 2026 in Review

SOA Wealth Advisors increased its Bankunited (BKU) stake by 0.85% in Q2 2026, buying an estimated $47 and bringing the position to 119 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

SOA Wealth Advisors first reported a position in BKU in Q4 2020 and has held it in 23 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

SOA Wealth Advisors held 119 shares of Bankunited worth $5.75K as of Q2 2026.
SOA Wealth Advisors bought 1 Bankunited share in Q2 2026, an estimated $47.
Bankunited made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #686 holding.
SOA Wealth Advisors first reported a position in Bankunited in Q4 2020 and has held it in 23 quarters since.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.