Valued Wealth Advisors’s Bankunited BKU Stock Holding History

Valued 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	$2.71K	Buy	+56	New	+$2.63K	﹤0.01%	602

Other funds holding BKU

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Valued Wealth Advisors's BKU Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Bankunited (BKU) in Q2 2026: 56 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

55 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Valued Wealth Advisors held 56 shares of Bankunited worth $2.71K as of Q2 2026.
Bankunited was a new Valued Wealth Advisors position in Q2 2026.
Bankunited made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #602 holding.
55 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.