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Summit Global Investments’s Bankunited BKU Stock Holding History

Summit Global Investments’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 		$1.19M Buy
24,535
+879
+4% +$41.3K 0.06% 167
2026
Q1 		$1.07M Buy
23,656
+17,713
+298% +$827K 0.06% 176
2025
Q4 		$265K Sell
5,943
-12,357
-68% -$512K 0.02% 430
2025
Q3 		$698K Buy
+18,300
New +$693K 0.04% 250

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

Summit Global Investments's BKU Position: Q2 2026 in Review

Summit Global Investments increased its Bankunited (BKU) stake by 3.7% in Q2 2026, buying an estimated $41.3K and bringing the position to 24,535 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #167.

Summit Global Investments first reported a position in BKU in Q3 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Summit Global Investments held 24,535 shares of Bankunited worth $1.19M as of Q2 2026.
  • Summit Global Investments bought 879 Bankunited shares in Q2 2026, an estimated $41.3K.
  • Bankunited made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #167 holding.
  • Summit Global Investments first reported a position in Bankunited in Q3 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.