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Sound Income Strategies’s Bankunited BKU Stock Holding History

Sound Income Strategies’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
-303
Closed -$13.8K – 703
2026
Q1 		$13.8K Buy
303
+1
+0.3% +$47 ﹤0.01% 1356
2025
Q4 		$14.2K Buy
+302
New +$12.5K ﹤0.01% 1293

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

Sound Income Strategies's BKU Position: Q2 2026 in Review

Sound Income Strategies sold out of Bankunited (BKU) in Q2 2026, closing a stake of 303 shares — an estimated $13.8K sold.

Sound Income Strategies first reported a position in BKU in Q4 2025 and held it in 2 quarters. The position peaked at $14.2K in Q4 2025. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Sound Income Strategies reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 303 Bankunited shares in Q2 2026, an estimated $13.8K.
  • Sound Income Strategies first reported a position in Bankunited in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Bankunited position peaked at $14.2K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.