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O'Shaughnessy Asset Management’s Bankunited BKU Stock Holding History

O'Shaughnessy 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 		$490K Sell
10,117
-2,162
-18% -$102K ﹤0.01% 1610
2026
Q1 		$555K Buy
12,279
+473
+4% +$22.1K ﹤0.01% 1488
2025
Q4 		$526K Sell
11,806
-940
-7% -$38.9K ﹤0.01% 1477
2025
Q3 		$486K Buy
12,746
+2,762
+28% +$105K ﹤0.01% 1502
2025
Q2 		$355K Sell
9,984
-2,744
-22% -$92.1K ﹤0.01% 1549
2025
Q1 		$438K Sell
12,728
-1,721
-12% -$64.9K ﹤0.01% 1378
2024
Q4 		$552K Sell
14,449
-31,365
-68% -$1.21M ﹤0.01% 1244
2024
Q3 		$1.69M Sell
45,814
-28,725
-39% -$1.02M 0.02% 704
2024
Q2 		$2.18M Buy
74,539
+3,629
+5% +$101K 0.02% 574
2024
Q1 		$1.99M Sell
70,910
-3,629
-5% -$101K 0.02% 587
2023
Q4 		$2.42M Buy
74,539
+4,423
+6% +$115K 0.03% 475
2023
Q3 		$1.59M Buy
70,116
+39,507
+129% +$1.01M 0.02% 555
2023
Q2 		$660K Sell
30,609
-4,137
-12% -$85.1K 0.01% 781
2023
Q1 		$785K Buy
34,746
+24,911
+253% +$811K 0.01% 728
2022
Q4 		$334K Buy
9,835
+2,588
+36% +$91.4K 0.01% 933
2022
Q3 		$248K Buy
+7,247
New +$271K ﹤0.01% 1000
2021
Q2 		– Sell
-287
Closed -$13K – 2574
2021
Q1 		$13K Sell
287
-11
-4% -$452 ﹤0.01% 1718
2020
Q4 		$10K Sell
298
-234
-44% -$6.68K ﹤0.01% 1548
2020
Q3 		$12K Sell
532
-289
-35% -$6.13K ﹤0.01% 1317
2020
Q2 		$17K Sell
821
-268
-25% -$5.03K ﹤0.01% 1169
2020
Q1 		$20K Buy
1,089
+640
+143% +$19.1K ﹤0.01% 933
2019
Q4 		$16K Buy
449
+384
+591% +$13.4K ﹤0.01% 1189
2019
Q3 		$2K Hold
65
– – ﹤0.01% 855
2019
Q2 		$2K Buy
65
+35
+117% +$1.21K ﹤0.01% 858
2019
Q1 		$1K Buy
+30
New +$1.03K ﹤0.01% 874

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

O'Shaughnessy Asset Management's BKU Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Bankunited (BKU) stake by 18% in Q2 2026, selling an estimated $102K and leaving 10,117 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

O'Shaughnessy Asset Management first reported a position in BKU in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.42M in Q4 2023. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • O'Shaughnessy Asset Management held 10,117 shares of Bankunited worth $490K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 2,162 Bankunited shares in Q2 2026, an estimated $102K.
  • Bankunited made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1610 holding.
  • O'Shaughnessy Asset Management first reported a position in Bankunited in Q1 2019 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Bankunited position peaked at $2.42M in Q4 2023.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

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