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Summit Securities Group’s Bankunited BKU Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-1
Closed – – 654
2024
Q3 		$0 Buy
+1
New +$36 ﹤0.01% 594
2023
Q1 		– Sell
-3,939
Closed -$134K – 836
2022
Q4 		$134K Buy
+3,939
New +$139K 0.01% 544

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's BKU Position: Q4 2024 in Review

Summit Securities Group sold out of Bankunited (BKU) in Q4 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in BKU in Q4 2022 and held it in 2 quarters. The position peaked at $134K in Q4 2022. 270 funds tracked by Wall St. Rank hold BKU as of Q4 2024.

  • Summit Securities Group reported no remaining Bankunited position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 Bankunited share in Q4 2024.
  • Summit Securities Group first reported a position in Bankunited in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's Bankunited position peaked at $134K in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Bankunited as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.