Moody Aldrich Partners’s Bankunited BKU Stock Holding History

Moody Aldrich 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	$5.7M	Sell	117,734 -12,598	-10%	-$593K	1.02%	32
2026 Q1	$5.89M	Hold	130,332	–	–	1.06%	25
2025 Q4	$5.81M	Buy	+130,332	New	+$5.4M	1.08%	23
2017 Q4	–	Sell	-27,136	Closed	-$965K	–	90
2017 Q3	$965K	Buy	27,136 +3,131	+13%	+$105K	0.99%	50
2017 Q2	$809K	Buy	24,005 +5,770	+32%	+$199K	1.01%	43
2017 Q1	$680K	Sell	18,235 -30,210	-62%	-$1.15M	1.16%	35
2016 Q4	$1.83M	Sell	48,445 -1,240	-2%	-$41.3K	1.18%	33
2016 Q3	$1.5M	Sell	49,685 -37,580	-43%	-$1.15M	1.04%	40
2016 Q2	$2.68M	Buy	87,265 +55,015	+171%	+$1.83M	2.22%	3
2016 Q1	$1.11M	Buy	+32,250	New	+$1.08M	2.34%	2

Other funds holding BKU

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Moody Aldrich Partners's BKU Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Bankunited (BKU) stake by 9.7% in Q2 2026, selling an estimated $593K and leaving 117,734 shares worth $5.7M. The position accounts for 1.02% of the portfolio, ranked #32.

Moody Aldrich Partners first reported a position in BKU in Q1 2016 and has held it in 10 quarters since. The position peaked at $5.89M in Q1 2026. 75 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Moody Aldrich Partners held 117,734 shares of Bankunited worth $5.7M as of Q2 2026.
Moody Aldrich Partners sold 12,598 Bankunited shares in Q2 2026, an estimated $593K.
Bankunited made up 1.02% of Moody Aldrich Partners's portfolio in Q2 2026, its #32 holding.
Moody Aldrich Partners first reported a position in Bankunited in Q1 2016 and has held it in 10 quarters since.
Moody Aldrich Partners's Bankunited position peaked at $5.89M in Q1 2026.
75 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.