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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

U.S. Wealth Group's BKU Position: Q4 2025 in Review

U.S. Wealth Group held its Bankunited (BKU) position steady in Q4 2025 at 3,243 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #40.

U.S. Wealth Group first reported a position in BKU in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q4 2024. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

  • U.S. Wealth Group held 3,243 shares of Bankunited worth $145K as of Q4 2025.
  • U.S. Wealth Group left its Bankunited share count unchanged in Q4 2025.
  • Bankunited made up 0.1% of U.S. Wealth Group's portfolio in Q4 2025, its #40 holding.
  • U.S. Wealth Group first reported a position in Bankunited in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's Bankunited position peaked at $244K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.