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Steward Financial Group’s Bankunited BKU Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+72
New +$1.84K ﹤0.01% 1100
2023
Q1 		– Sell
-33
Closed -$1K – 737
2022
Q4 		$1K Buy
+33
New +$1.17K ﹤0.01% 392
2022
Q3 		– Sell
-10
Closed – – 225
2022
Q2 		$0 Buy
+10
New +$396 ﹤0.01% 995

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Steward Financial Group's BKU Position: Q3 2023 in Review

Steward Financial Group opened a new position in Bankunited (BKU) in Q3 2023: 72 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BKU as recently as Q4 2022.

Steward Financial Group first reported a position in BKU in Q2 2022 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold BKU as of Q3 2023.

  • Steward Financial Group held 72 shares of Bankunited worth $1K as of Q3 2023.
  • Bankunited was a new Steward Financial Group position in Q3 2023.
  • Bankunited made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1100 holding.
  • Steward Financial Group first reported a position in Bankunited in Q2 2022 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Bankunited as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.