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Oppenheimer Asset Management’s Bankunited BKU Stock Holding History

Oppenheimer Asset 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
2026
Q2 		$571K Sell
11,792
-398
-3% -$18.7K 0.01% 862
2026
Q1 		$551K Sell
12,190
-1,266
-9% -$59.1K 0.01% 853
2025
Q4 		$600K Sell
13,456
-11,288
-46% -$467K 0.01% 778
2025
Q3 		$944K Buy
24,744
+9,194
+59% +$348K 0.01% 766
2025
Q2 		$553K Buy
15,550
+4,672
+43% +$157K 0.01% 856
2025
Q1 		$375K Buy
10,878
+4,002
+58% +$151K ﹤0.01% 920
2024
Q4 		$262K Buy
+6,876
New +$265K ﹤0.01% 1013
2021
Q1 		– Sell
-6,893
Closed -$240K – 1167
2020
Q4 		$240K Sell
6,893
-2,305
-25% -$65.8K ﹤0.01% 1031
2020
Q3 		$202K Buy
+9,198
New +$195K ﹤0.01% 1027
2020
Q2 		– Sell
-9,486
Closed -$177K – 1120
2020
Q1 		$177K Sell
9,486
-532
-5% -$15.9K ﹤0.01% 995
2019
Q4 		$366K Sell
10,018
-760
-7% -$26.5K 0.01% 910
2019
Q3 		$362K Buy
10,778
+954
+10% +$31.1K 0.01% 883
2019
Q2 		$331K Buy
9,824
+3,532
+56% +$122K 0.01% 930
2019
Q1 		$210K Buy
6,292
+6,276
+39,225% +$216K ﹤0.01% 1024
2018
Q4 		$0 Sell
16
-15,229
-100% -$496K ﹤0.01% 1625
2018
Q3 		$540K Buy
15,245
+536
+4% +$21.1K 0.01% 793
2018
Q2 		$601K Buy
14,709
+93
+0.6% +$3.86K 0.01% 742
2018
Q1 		$584K Sell
14,616
-866
-6% -$35.8K 0.01% 745
2017
Q4 		$551K Hold
15,482
– – 0.01% 761
2017
Q3 		$551K Sell
15,482
-7,482
-33% -$251K 0.01% 765
2017
Q2 		$774K Sell
22,964
-701
-3% -$24.2K 0.02% 664
2017
Q1 		$883K Buy
+23,665
New +$900K 0.03% 610

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

Oppenheimer Asset Management's BKU Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Bankunited (BKU) stake by 3.3% in Q2 2026, selling an estimated $18.7K and leaving 11,792 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #862.

Oppenheimer Asset Management first reported a position in BKU in Q1 2017 and has held it in 22 quarters since. The position peaked at $944K in Q3 2025. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Oppenheimer Asset Management held 11,792 shares of Bankunited worth $571K as of Q2 2026.
  • Oppenheimer Asset Management sold 398 Bankunited shares in Q2 2026, an estimated $18.7K.
  • Bankunited made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #862 holding.
  • Oppenheimer Asset Management first reported a position in Bankunited in Q1 2017 and has held it in 22 quarters since.
  • Oppenheimer Asset Management's Bankunited position peaked at $944K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.