MassMutual Private Wealth & Trust’s Bankunited BKU Stock Holding History

MassMutual Private Wealth & 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
2026 Q2	$2.67K	Hold	55	–	–	﹤0.01%	1911
2026 Q1	$2.48K	Sell	55 -175	-76%	-$8.17K	﹤0.01%	1918
2025 Q4	$10.3K	Buy	230 +30	+15%	+$1.24K	﹤0.01%	1375
2025 Q3	$7.63K	Hold	200	–	–	﹤0.01%	1505
2025 Q2	$7.12K	Buy	200 +52	+35%	+$1.75K	﹤0.01%	1489
2025 Q1	$5.1K	Buy	148 +3	+2%	+$113	﹤0.01%	1597
2024 Q4	$5.54K	Hold	145	–	–	﹤0.01%	1493
2024 Q3	$5.28K	Hold	145	–	–	﹤0.01%	1362
2024 Q2	$4.24K	Hold	145	–	–	﹤0.01%	1373
2024 Q1	$4.06K	Hold	145	–	–	﹤0.01%	1338
2023 Q4	$4.7K	Hold	145	–	–	﹤0.01%	1259
2023 Q3	$3.29K	Hold	145	–	–	﹤0.01%	1371
2023 Q2	$3.13K	Buy	145 +123	+559%	+$2.53K	﹤0.01%	1341
2023 Q1	$497	Sell	22 -38	-63%	-$1.24K	﹤0.01%	1681
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	1217
2022 Q3	$2K	Buy	+60	New	+$2.24K	﹤0.01%	1173
2020 Q2	–	Sell	-36	Closed	-$1K	–	735
2020 Q1	$1K	Sell	36 -9,615	-100%	-$287K	﹤0.01%	634
2019 Q4	$353K	Sell	9,651 -870	-8%	-$30.3K	0.02%	307
2019 Q3	$354K	Sell	10,521 -404	-4%	-$13.2K	0.02%	304
2019 Q2	$369K	Sell	10,925 -297	-3%	-$10.2K	0.03%	294
2019 Q1	$375K	Sell	11,222 -430	-4%	-$14.8K	0.03%	295
2018 Q4	$349K	Sell	11,652 -140	-1%	-$4.56K	0.03%	276
2018 Q3	$417K	Buy	11,792 +968	+9%	+$38.1K	0.03%	284
2018 Q2	$442K	Buy	10,824 +592	+6%	+$24.5K	0.04%	261
2018 Q1	$409K	Buy	10,232 +842	+9%	+$34.8K	0.03%	259
2017 Q4	$382K	Buy	9,390 +166	+2%	+$6.04K	0.03%	266
2017 Q3	$328K	Buy	+9,224	New	+$310K	0.03%	294
2016 Q2	$1.35K	Buy	+44	New	+$1.47K	﹤0.01%	656

Other funds holding BKU

AIM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's BKU Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Bankunited (BKU) position steady in Q2 2026 at 55 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

MassMutual Private Wealth & Trust first reported a position in BKU in Q2 2016 and has held it in 28 quarters since. The position peaked at $442K in Q2 2018. 75 funds tracked by Wall St. Rank hold BKU as of Q2 2026.

MassMutual Private Wealth & Trust held 55 shares of Bankunited worth $2.67K as of Q2 2026.
MassMutual Private Wealth & Trust left its Bankunited share count unchanged in Q2 2026.
Bankunited made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1911 holding.
MassMutual Private Wealth & Trust first reported a position in Bankunited in Q2 2016 and has held it in 28 quarters since.
MassMutual Private Wealth & Trust's Bankunited position peaked at $442K in Q2 2018.
75 funds tracked by Wall St. Rank held Bankunited as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.