Position in CUBI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,820
+$1,938 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 292 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BARD ASSOCIATES INC holds $837,636 across 4 Banks - Regional names. CUBI ranks #3 (1.9% of the industry book) .
All Filings in CUBI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,820 | 200 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,882 | 200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,624 | 200 | Shares | Sole | 2026-02-13 | |
| 2021-12-31 | $1,300,863 | 19,900 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $890,514 | 20,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,046,780 | 52,495 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,681,527 | 52,845 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $981,629 | 53,995 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $675,192 | 60,285 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $735,684 | 61,205 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $685,365 | 62,705 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||