Bailard’s Bankunited BKU Stock Holding History

Bailard’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	–	Sell	-19,200	Closed	-$867K	–	772
2026 Q1	$867K	Buy	+19,200	New	+$896K	0.02%	349
2025 Q3	–	Sell	-9,500	Closed	-$338K	–	793
2025 Q2	$338K	Sell	9,500 -10,900	-53%	-$366K	0.01%	572
2025 Q1	$703K	Buy	+20,400	New	+$769K	0.02%	374
2019 Q4	–	Sell	-13,600	Closed	-$457K	–	545
2019 Q3	$457K	Sell	13,600 -1,400	-9%	-$45.7K	0.03%	279
2019 Q2	$506K	Buy	+15,000	New	+$517K	0.03%	283

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

Bailard's BKU Position: Q2 2026 in Review

Bailard sold out of Bankunited (BKU) in Q2 2026, closing a stake of 19,200 shares — an estimated $867K sold.

Bailard first reported a position in BKU in Q2 2019 and held it in 5 quarters. The position peaked at $867K in Q1 2026. 339 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Bailard reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
Bailard sold 19,200 Bankunited shares in Q2 2026, an estimated $867K.
Bailard first reported a position in Bankunited in Q2 2019 and held it in 5 quarters.
Bailard's Bankunited position peaked at $867K in Q1 2026.
339 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.