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U.S. Wealth Group’s Bankunited BKU Stock Holding History

U.S. Wealth 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
2026
Q1 		– Sell
-3,243
Closed -$145K – 43
2025
Q4 		$145K Hold
3,243
– – 0.1% 40
2025
Q3 		$124K Hold
3,243
– – 0.08% 40
2025
Q2 		$115K Sell
3,243
-3,138
-49% -$105K 0.09% 40
2025
Q1 		$220K Hold
6,381
– – 0.17% 37
2024
Q4 		$244K Buy
+6,381
New +$246K 0.18% 37

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

U.S. Wealth Group's BKU Position: Q1 2026 in Review

U.S. Wealth Group sold out of Bankunited (BKU) in Q1 2026, closing a stake of 3,243 shares — an estimated $145K sold.

U.S. Wealth Group first reported a position in BKU in Q4 2024 and held it in 5 quarters. The position peaked at $244K in Q4 2024. 326 funds tracked by Wall St. Rank hold BKU as of Q1 2026.

  • U.S. Wealth Group reported no remaining Bankunited position as of Q1 2026 after selling out during the quarter.
  • U.S. Wealth Group sold 3,243 Bankunited shares in Q1 2026, an estimated $145K.
  • U.S. Wealth Group first reported a position in Bankunited in Q4 2024 and held it in 5 quarters.
  • U.S. Wealth Group's Bankunited position peaked at $244K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Bankunited as of Q1 2026.

Based on U.S. Wealth Group's 13F filing for Q1 2026, filed 10 Sep 2026.