Optima Capital’s Bankunited BKU Stock Holding History

Optima Capital’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 Q1	–	Sell	-17	Closed	-$758	–	289
2025 Q4	$758	Buy	+17	New	+$704	﹤0.01%	1014

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Optima Capital's BKU Position: Q1 2026 in Review

Optima Capital sold out of Bankunited (BKU) in Q1 2026, closing a stake of 17 shares — an estimated $758 sold.

Optima Capital first reported a position in BKU in Q4 2025 and held it in 1 quarter. The position peaked at $758 in Q4 2025. 325 funds tracked by Wall St. Rank hold BKU as of Q1 2026.

Optima Capital reported no remaining Bankunited position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 17 Bankunited shares in Q1 2026, an estimated $758.
Optima Capital first reported a position in Bankunited in Q4 2025 and held it in 1 quarter.
Optima Capital's Bankunited position peaked at $758 in Q4 2025.
325 funds tracked by Wall St. Rank held Bankunited as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.