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Clearstead Advisors’s Bankunited BKU Stock Holding History

Clearstead Advisors’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 		$2.33K Buy
+48
New +$2.26K ﹤0.01% 2428
2025
Q4 		– Sell
-486
Closed -$18.5K – 2802
2025
Q3 		$18.5K Buy
486
+85
+21% +$3.22K ﹤0.01% 1677
2025
Q2 		$14.3K Buy
+401
New +$13.5K ﹤0.01% 1758

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

Clearstead Advisors's BKU Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bankunited (BKU) in Q2 2026: 48 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #2428 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BKU as recently as Q3 2025.

Clearstead Advisors first reported a position in BKU in Q2 2025 and has held it in 3 quarters since. The position peaked at $18.5K in Q3 2025. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

  • Clearstead Advisors held 48 shares of Bankunited worth $2.33K as of Q2 2026.
  • Bankunited was a new Clearstead Advisors position in Q2 2026.
  • Bankunited made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2428 holding.
  • Clearstead Advisors first reported a position in Bankunited in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Bankunited position peaked at $18.5K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.