True Wealth Design’s Bankunited BKU Stock Holding History

True Wealth Design’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	$630	Hold	13	–	–	﹤0.01%	2125
2026 Q1	$588	Hold	13	–	–	﹤0.01%	1993
2025 Q4	$580	Sell	13 -1	-7%	-$41	﹤0.01%	1907
2025 Q3	$535	Hold	14	–	–	﹤0.01%	1989
2025 Q2	$499	Sell	14 -1	-7%	-$34	﹤0.01%	1746
2025 Q1	$517	Buy	+15	New	+$566	﹤0.01%	1528
2024 Q4	–	Sell	-96	Closed	-$3.5K	–	1378
2024 Q3	$3.5K	Buy	+96	New	+$3.41K	﹤0.01%	658

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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

True Wealth Design's BKU Position: Q2 2026 in Review

True Wealth Design held its Bankunited (BKU) position steady in Q2 2026 at 13 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

True Wealth Design first reported a position in BKU in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.5K in Q3 2024. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

True Wealth Design held 13 shares of Bankunited worth $630 as of Q2 2026.
True Wealth Design left its Bankunited share count unchanged in Q2 2026.
Bankunited made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2125 holding.
True Wealth Design first reported a position in Bankunited in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Bankunited position peaked at $3.5K in Q3 2024.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.