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Edgestream Partners’s Bankunited BKU Stock Holding History

Edgestream Partners’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 		$6.43M Sell
132,644
-17,863
-12% -$840K 0.19% 171
2026
Q1 		$6.8M Buy
+150,507
New +$7.03M 0.22% 139
2025
Q4 		– Sell
-178,271
Closed -$6.8M – 950
2025
Q3 		$6.8M Buy
+178,271
New +$6.75M 0.2% 163
2024
Q2 		– Sell
-44,560
Closed -$1.25M – 855
2024
Q1 		$1.25M Buy
44,560
+2,688
+6% +$75.2K 0.06% 448
2023
Q4 		$1.36M Buy
+41,872
New +$1.09M 0.1% 345

Other funds holding BKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $1.56B AUM 45.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
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
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

Edgestream Partners's BKU Position: Q2 2026 in Review

Edgestream Partners reduced its Bankunited (BKU) stake by 12% in Q2 2026, selling an estimated $840K and leaving 132,644 shares worth $6.43M. The position accounts for 0.19% of the portfolio, ranked #171.

Edgestream Partners first reported a position in BKU in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.8M in Q3 2025. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Edgestream Partners held 132,644 shares of Bankunited worth $6.43M as of Q2 2026.
  • Edgestream Partners sold 17,863 Bankunited shares in Q2 2026, an estimated $840K.
  • Bankunited made up 0.19% of Edgestream Partners's portfolio in Q2 2026, its #171 holding.
  • Edgestream Partners first reported a position in Bankunited in Q4 2023 and has held it in 5 quarters since.
  • Edgestream Partners's Bankunited position peaked at $6.8M in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.