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USA Financial Formulas’s Bankunited BKU Stock Holding History

USA Financial Formulas’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
-416
Closed -$18.8K – 431
2026
Q1 		$18.8K Buy
+416
New +$19.4K ﹤0.01% 261
2021
Q3 		– Sell
-1,357
Closed -$58K – 411
2021
Q2 		$58K Sell
1,357
-189
-12% -$8.63K 0.05% 197
2021
Q1 		$68K Buy
+1,546
New +$63.5K 0.06% 189
2016
Q1 		– Sell
-13,504
Closed -$487K – 74
2015
Q4 		$487K Buy
+13,504
New +$502K 0.2% 61

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

USA Financial Formulas's BKU Position: Q2 2026 in Review

USA Financial Formulas sold out of Bankunited (BKU) in Q2 2026, closing a stake of 416 shares — an estimated $18.8K sold.

USA Financial Formulas first reported a position in BKU in Q4 2015 and held it in 4 quarters. The position peaked at $487K in Q4 2015. 339 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • USA Financial Formulas reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 416 Bankunited shares in Q2 2026, an estimated $18.8K.
  • USA Financial Formulas first reported a position in Bankunited in Q4 2015 and held it in 4 quarters.
  • USA Financial Formulas's Bankunited position peaked at $487K in Q4 2015.
  • 339 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.