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Twin Peaks Wealth Advisors’s Bankunited BKU Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-224
Closed -$10.1K – 476
2026
Q1 		$10.1K Buy
+224
New +$10.5K ﹤0.01% 1062
2025
Q3 		– Sell
-212
Closed -$7.89K – 411
2025
Q2 		$7.89K Buy
+212
New +$7.12K ﹤0.01% 1059

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

Twin Peaks Wealth Advisors's BKU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Bankunited (BKU) in Q2 2026, closing a stake of 224 shares — an estimated $10.1K sold.

Twin Peaks Wealth Advisors first reported a position in BKU in Q2 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2026. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 224 Bankunited shares in Q2 2026, an estimated $10.1K.
  • Twin Peaks Wealth Advisors first reported a position in Bankunited in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Bankunited position peaked at $10.1K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.