Capital Advisors Ltd’s Bankunited BKU Stock Holding History

Capital Advisors Ltd’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	$14K	Hold	279	–	–	﹤0.01%	768
2026 Q1	$13K	Hold	279	–	–	﹤0.01%	764
2025 Q4	$12K	Hold	279	–	–	﹤0.01%	757
2025 Q3	$11K	Hold	279	–	–	﹤0.01%	771
2025 Q2	$10K	Hold	279	–	–	﹤0.01%	782
2025 Q1	$10K	Hold	279	–	–	﹤0.01%	762
2024 Q4	$11K	Hold	279	–	–	﹤0.01%	753
2024 Q3	$10K	Hold	279	–	–	﹤0.01%	765
2024 Q2	$8K	Hold	279	–	–	﹤0.01%	794
2024 Q1	$8K	Hold	279	–	–	﹤0.01%	758
2023 Q4	$9K	Hold	279	–	–	﹤0.01%	699
2023 Q3	$6K	Hold	279	–	–	﹤0.01%	761
2023 Q2	$6K	Buy	+279	New	+$5.74K	﹤0.01%	779

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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

Capital Advisors Ltd's BKU Position: Q2 2026 in Review

Capital Advisors Ltd held its Bankunited (BKU) position steady in Q2 2026 at 279 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Capital Advisors Ltd first reported a position in BKU in Q2 2023 and has held it in 13 quarters since. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Capital Advisors Ltd held 279 shares of Bankunited worth $14K as of Q2 2026.
Capital Advisors Ltd left its Bankunited share count unchanged in Q2 2026.
Bankunited made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #768 holding.
Capital Advisors Ltd first reported a position in Bankunited in Q2 2023 and has held it in 13 quarters since.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.