SVB Wealth’s Bankunited BKU Stock Holding History

SVB Wealth’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 Q2	–	Sell	-10	Closed	-$344	–	659
2025 Q1	$344	Buy	+10	New	+$377	﹤0.01%	1428

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SVB Wealth's BKU Position: Q2 2025 in Review

SVB Wealth sold out of Bankunited (BKU) in Q2 2025, closing a stake of 10 shares — an estimated $344 sold.

SVB Wealth first reported a position in BKU in Q1 2025 and held it in 1 quarter. The position peaked at $344 in Q1 2025. 277 funds tracked by Wall St. Rank hold BKU as of Q2 2025.

SVB Wealth reported no remaining Bankunited position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 10 Bankunited shares in Q2 2025, an estimated $344.
SVB Wealth first reported a position in Bankunited in Q1 2025 and held it in 1 quarter.
SVB Wealth's Bankunited position peaked at $344 in Q1 2025.
277 funds tracked by Wall St. Rank held Bankunited as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.