Curio Wealth’s Bankunited BKU Stock Holding History

Curio Wealth’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	-1	Closed	-$45	–	212
2026 Q1	$45	Buy	+1	New	+$47	﹤0.01%	1145

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

Curio Wealth's BKU Position: Q2 2026 in Review

Curio Wealth sold out of Bankunited (BKU) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

Curio Wealth first reported a position in BKU in Q1 2026 and held it in 1 quarter. The position peaked at $45 in Q1 2026. 338 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

Curio Wealth reported no remaining Bankunited position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Bankunited share in Q2 2026, an estimated $45.
Curio Wealth first reported a position in Bankunited in Q1 2026 and held it in 1 quarter.
Curio Wealth's Bankunited position peaked at $45 in Q1 2026.
338 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.