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Steward Partners Investment Advisory’s Bankunited BKU Stock Holding History

Steward Partners Investment Advisory’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 		$18.1K Hold
373
– – ﹤0.01% 3454
2026
Q1 		$16.8K Hold
373
– – ﹤0.01% 3309
2025
Q4 		$16.6K Hold
373
– – ﹤0.01% 3215
2025
Q3 		$14.2K Sell
373
-23
-6% -$871 ﹤0.01% 3242
2025
Q2 		$14.1K Hold
396
– – ﹤0.01% 3054
2025
Q1 		$13.6K Hold
396
– – ﹤0.01% 2962
2024
Q4 		$15.1K Buy
396
+326
+466% +$12.5K ﹤0.01% 2917
2024
Q3 		$2.55K Buy
70
+28
+67% +$994 ﹤0.01% 3392
2024
Q2 		$1.23K Buy
+42
New +$1.17K ﹤0.01% 3369

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

Steward Partners Investment Advisory's BKU Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Bankunited (BKU) position steady in Q2 2026 at 373 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

Steward Partners Investment Advisory first reported a position in BKU in Q2 2024 and has held it in 9 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Steward Partners Investment Advisory held 373 shares of Bankunited worth $18.1K as of Q2 2026.
  • Steward Partners Investment Advisory left its Bankunited share count unchanged in Q2 2026.
  • Bankunited made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3454 holding.
  • Steward Partners Investment Advisory first reported a position in Bankunited in Q2 2024 and has held it in 9 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.