Stephens Consulting’s Bankunited BKU Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-1	Closed	-$36	–	495
2025 Q2	$36	Sell	1 -29	-97%	-$974	﹤0.01%	1141
2025 Q1	$1.03K	Buy	+30	New	+$1.13K	﹤0.01%	631

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's BKU Position: Q3 2025 in Review

Stephens Consulting sold out of Bankunited (BKU) in Q3 2025, closing a stake of 1 share — an estimated $36 sold.

Stephens Consulting first reported a position in BKU in Q1 2025 and held it in 2 quarters. The position peaked at $1.03K in Q1 2025. 293 funds tracked by Wall St. Rank hold BKU as of Q3 2025.

Stephens Consulting reported no remaining Bankunited position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Bankunited share in Q3 2025, an estimated $36.
Stephens Consulting first reported a position in Bankunited in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Bankunited position peaked at $1.03K in Q1 2025.
293 funds tracked by Wall St. Rank held Bankunited as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.