Wealth Enhancement Advisory Services
BKU icon

Wealth Enhancement Advisory Services’s Bankunited BKU Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.27M Buy
26,314
+3,798
+17% +$179K ﹤0.01% 1904
2026
Q1 		$1.03M Sell
22,516
-2,243
-9% -$105K ﹤0.01% 1781
2025
Q4 		$1.13M Sell
24,759
-2
-0% -$83 ﹤0.01% 1875
2025
Q3 		$988K Buy
24,761
+2,141
+9% +$81.1K ﹤0.01% 1875
2025
Q2 		$860K Buy
22,620
+5,638
+33% +$189K ﹤0.01% 1843
2025
Q1 		$585K Buy
+16,982
New +$640K ﹤0.01% 1943

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

Wealth Enhancement Advisory Services's BKU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Bankunited (BKU) stake by 17% in Q2 2026, buying an estimated $179K and bringing the position to 26,314 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Wealth Enhancement Advisory Services first reported a position in BKU in Q1 2025 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 26,314 shares of Bankunited worth $1.27M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,798 Bankunited shares in Q2 2026, an estimated $179K.
  • Bankunited made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1904 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bankunited in Q1 2025 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.