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Coldstream Capital Management’s Bankunited BKU Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-126
Closed -$4.34K – 1401
2025
Q1 		$4.34K Buy
+126
New +$4.75K ﹤0.01% 2761

Other funds holding BKU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coldstream Capital Management's BKU Position: Q2 2025 in Review

Coldstream Capital Management sold out of Bankunited (BKU) in Q2 2025, closing a stake of 126 shares — an estimated $4.34K sold.

Coldstream Capital Management first reported a position in BKU in Q1 2025 and held it in 1 quarter. The position peaked at $4.34K in Q1 2025. 277 funds tracked by Wall St. Rank hold BKU as of Q2 2025.

  • Coldstream Capital Management reported no remaining Bankunited position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 126 Bankunited shares in Q2 2025, an estimated $4.34K.
  • Coldstream Capital Management first reported a position in Bankunited in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Bankunited position peaked at $4.34K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Bankunited as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.