Legacy Advisors, LLC BKU — BANKUNITED INC

Ownership history in Legacy Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Legacy Advisors, LLC reported BANKUNITED INC (BKU) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows BKU at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BKU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Advisors, LLC's position in BANKUNITED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BKU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BKU stock page Legacy Advisors, LLC fund profile Legacy Advisors, LLC full holdings
How Legacy Advisors, LLC held BKU — position size vs. price
% of Fund (quarterly)    BKU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,400 — 0% 0.02% $262K 2026-07-24 $nan
2026 Q1 UNCHANGED — — — 5,400 — 0% 0.03% $244K 2026-05-05 $47.07
2025 Q4 UNCHANGED — — — 5,400 — 0% 0.03% $241K 2026-01-27 $46.96
2025 Q3 INITIATED — — — 5,400 — — 0.03% $206K 2025-11-13 $38.77

🏢 Other funds also holding BKU

As of 2026 Q2 — sorted by position size

Artemis Investment Management LLP 3Y 7Y 1.1% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.02% Linden Thomas Advisory Services, LLC 3Y 0.17% HENNESSY ADVISORS INC 3Y 7Y 0.08% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.07% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.04% NEVILLE RODIE & SHAW INC 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.04% BURNEY CO/ 3Y 7Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.03%

FAQ About Legacy Advisors, LLC and BKU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Advisors, LLC reported owning BKU?

Legacy Advisors, LLC reported BKU across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BKU position in Legacy Advisors, LLC's portfolio?

The largest reported portfolio weight for BKU was 0.03% in 2026 Q1.

What is the latest reported BKU position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Advisors, LLC reported 5,400 shares, equal to 0.02% of portfolio, with an estimated market value of $262K.

What does the chart on this BKU ownership page compare?

The chart compares Legacy Advisors, LLC's quarterly BKU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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