Clearstead Trust’s Bankunited BKU Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-16	Closed	-$611	–	1076
2025 Q3	$611	Hold	16	–	–	﹤0.01%	1335
2025 Q2	$570	Buy	+16	New	+$537	﹤0.01%	1306

Other funds holding BKU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Clearstead Trust's BKU Position: Q4 2025 in Review

Clearstead Trust sold out of Bankunited (BKU) in Q4 2025, closing a stake of 16 shares — an estimated $611 sold.

Clearstead Trust first reported a position in BKU in Q2 2025 and held it in 2 quarters. The position peaked at $611 in Q3 2025. 308 funds tracked by Wall St. Rank hold BKU as of Q4 2025.

Clearstead Trust reported no remaining Bankunited position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 16 Bankunited shares in Q4 2025, an estimated $611.
Clearstead Trust first reported a position in Bankunited in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Bankunited position peaked at $611 in Q3 2025.
308 funds tracked by Wall St. Rank held Bankunited as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.