Pathstone Holdings’s Bankunited BKU Stock Holding History

Pathstone Holdings’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	$1.51M	Sell	31,069 -1,936	-6%	-$91.1K	﹤0.01%	1288
2026 Q1	$1.49M	Sell	33,005 -6,682	-17%	-$312K	0.01%	1199
2025 Q4	$1.77M	Sell	39,687 -7,999	-17%	-$331K	0.01%	1090
2025 Q3	$1.82M	Sell	47,686 -5,583	-10%	-$211K	0.01%	1086
2025 Q2	$1.9M	Sell	53,269 -11,211	-17%	-$376K	0.01%	1029
2025 Q1	$2.22M	Buy	64,480 +4,403	+7%	+$166K	0.01%	922
2024 Q4	$2.29M	Buy	60,077 +1,458	+2%	+$56.1K	0.01%	898
2024 Q3	$2.14M	Buy	58,619 +9,010	+18%	+$320K	0.01%	933
2024 Q2	$1.45M	Buy	49,609 +9,347	+23%	+$260K	0.01%	1093
2024 Q1	$1.13M	Buy	+40,262	New	+$1.13M	0.01%	1211

Other funds holding BKU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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 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

Pathstone Holdings's BKU Position: Q2 2026 in Review

Pathstone Holdings reduced its Bankunited (BKU) stake by 5.9% in Q2 2026, selling an estimated $91.1K and leaving 31,069 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Pathstone Holdings first reported a position in BKU in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q4 2024. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Pathstone Holdings held 31,069 shares of Bankunited worth $1.51M as of Q2 2026.
Pathstone Holdings sold 1,936 Bankunited shares in Q2 2026, an estimated $91.1K.
Bankunited made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1288 holding.
Pathstone Holdings first reported a position in Bankunited in Q1 2024 and has held it in 10 quarters since.
Pathstone Holdings's Bankunited position peaked at $2.29M in Q4 2024.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.