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Wealthspire Advisors (New York)’s Bankunited BKU Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-459
Closed -$17.5K – 1259
2025
Q3 		$17.5K Buy
+459
New +$17.4K ﹤0.01% 1738

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.34B 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

Wealthspire Advisors (New York)'s BKU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Bankunited (BKU) in Q4 2025, closing a stake of 459 shares — an estimated $17.5K sold.

Wealthspire Advisors (New York) first reported a position in BKU in Q3 2025 and held it in 1 quarter. The position peaked at $17.5K in Q3 2025. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Bankunited position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 459 Bankunited shares in Q4 2025, an estimated $17.5K.
  • Wealthspire Advisors (New York) first reported a position in Bankunited in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Bankunited position peaked at $17.5K in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.