Chuck Royce's BKU Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.09 M shares of BankUnited, Inc. (BKU) worth $48.55 M, representing 0.49% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in BKU, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 635,779 shares. Largest reduction occurred in Q3 2023, reducing 302,347 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's BankUnited (BKU) Holding Value Over Time
Track share changes against reported price movement
Quarterly BankUnited (BKU) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +472,498 | Add 0.00% | 472,498 | $26.01 |
| Q3 2013 | +19,500 | Add 4.13% | 491,998 | $31.19 |
| Q4 2013 | +11,000 | Add 2.24% | 502,998 | $32.92 |
| Q1 2014 | -23,500 | Reduce 4.67% | 479,498 | $34.77 |
| Q2 2014 | -34,500 | Reduce 7.20% | 444,998 | $33.48 |
| Q3 2014 | -14,500 | Reduce 3.26% | 430,498 | $30.49 |
| Q4 2014 | +58,500 | Add 13.59% | 488,998 | $28.97 |
| Q1 2015 | +131,000 | Add 26.79% | 619,998 | $32.74 |
| Q2 2015 | -46,500 | Reduce 7.50% | 573,498 | $35.93 |
| Q3 2015 | -108,936 | Reduce 19.00% | 464,562 | $35.75 |
| Q4 2015 | -155,100 | Reduce 33.39% | 309,462 | $36.06 |
| Q1 2016 | -104,300 | Reduce 33.70% | 205,162 | $34.44 |
| Q2 2016 | -59,500 | Reduce 29.00% | 145,662 | $30.72 |
| Q3 2016 | -111,498 | Reduce 76.55% | 34,164 | $30.21 |
| Q4 2016 | +5,000 | Add 14.64% | 39,164 | $37.69 |
| Q1 2017 | -2,655 | Reduce 6.78% | 36,509 | $37.31 |
| Q2 2017 | -32,409 | Reduce 88.77% | 4,100 | $33.66 |
| Q1 2019 | -4,100 | Sold Out | 0 | $0.00 |
| Q2 2020 | +378,557 | New Buy | 378,557 | $20.25 |
| Q3 2020 | +211,010 | Add 55.74% | 589,567 | $21.91 |
| Q4 2020 | +84,304 | Add 14.30% | 673,871 | $34.78 |
| Q1 2021 | +19,383 | Add 2.88% | 693,254 | $43.95 |
| Q2 2021 | +25,662 | Add 3.70% | 718,916 | $42.69 |
| Q3 2021 | -9,149 | Reduce 1.27% | 709,767 | $41.82 |
| Q4 2021 | -125,845 | Reduce 17.73% | 583,922 | $42.31 |
| Q1 2022 | +80,025 | Add 13.70% | 663,947 | $43.96 |
| Q2 2022 | -8,297 | Reduce 1.25% | 655,650 | $35.57 |
| Q3 2022 | +218 | Add 0.03% | 655,868 | $34.17 |
| Q4 2022 | +8,315 | Add 1.27% | 664,183 | $33.97 |
| Q1 2023 | +210,069 | Add 31.63% | 874,252 | $22.58 |
| Q2 2023 | +635,779 | Add 72.72% | 1.51 M | $21.55 |
| Q3 2023 | -302,347 | Reduce 20.02% | 1.21 M | $22.70 |
| Q4 2023 | -60,439 | Reduce 5.00% | 1.15 M | $32.43 |
| Q1 2024 | +110,777 | Add 9.66% | 1.26 M | $28.00 |
| Q2 2024 | +65,658 | Add 5.22% | 1.32 M | $29.27 |
| Q3 2024 | -210,181 | Reduce 15.88% | 1.11 M | $36.44 |
| Q4 2024 | +36,328 | Add 3.26% | 1.15 M | $38.17 |
| Q1 2025 | +101,170 | Add 8.80% | 1.25 M | $34.44 |
| Q2 2025 | +10,208 | Add 0.82% | 1.26 M | $35.59 |
| Q3 2025 | -11,594 | Reduce 0.92% | 1.25 M | $38.16 |
| Q4 2025 | -160,373 | Reduce 12.83% | 1.09 M | $44.57 |
Chuck Royce's BankUnited Investment FAQs
Chuck Royce first purchased BankUnited, Inc. (BKU) in Q2 2013, acquiring 472,498 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held BankUnited, Inc. (BKU) for 47 quarters since Q2 2013.
Chuck Royce's largest addition to BankUnited, Inc. (BKU) was in Q2 2023, adding 1,510,031 shares worth $32.54 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 1,089,238 shares of BankUnited, Inc. (BKU), valued at approximately $48.55 M.
As of the Q4 2025 filing, BankUnited, Inc. (BKU) represents approximately 0.49% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in BankUnited, Inc. (BKU) was 1,510,031 shares, as reported at the end of Q2 2023.