HENNESSY ADVISORS INC

Position in CUBI — Customers Bancorp, Inc.

CIK 1145255 NOVATO, CA

Position in CUBI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,768,500

+$477,970 QoQ

Shares Held

35,000

+6.1% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

of 23 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HENNESSY ADVISORS INC holds $81,747,206 across 32 Banks - Regional names. CUBI ranks #16 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	19,547	$4,812,862
2	CNOB	ConnectOne Bancorp, Inc.	138,000	$4,614,720
3	PFS	Provident Financial Services Inc	180,000	$4,255,200
4	BANC	Banc Of California, Inc.	190,000	$3,881,700
5	EGBN	Eagle Bancorp Inc	135,000	$3,832,650
6	OCFC	Oceanfirst Financial Corp	195,000	$3,808,350
7	NBBK	NB Bancorp, Inc.	178,000	$3,761,140
8	WAFD	Wafd Inc	96,000	$3,683,520

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,768,500	35,000	+6.1%	Shares	Sole	2026-07-16
2026-03-31	$2,290,530	33,000	-2.9%	Shares	Sole	2026-04-21
2025-12-31	$2,486,080	34,000	-15.0%	Shares	Sole	2026-01-27
2025-09-30	$2,614,800	40,000	+8.1%	Shares	Sole	2025-10-20
2025-06-30	$2,173,380	37,000	0.0%	Shares	Sole	2025-07-21
2025-03-31	$1,857,400	37,000	+37.0%	Shares	Sole	2025-04-16
2024-12-31	$1,314,360	27,000	-74.3%	Shares	Sole	2025-01-15
2022-12-31	$2,975,700	105,000	+101.9%	Shares	Sole	2023-01-20
2022-09-30	$1,532,960	52,000	+246.7%	Shares	Sole	2022-11-08
2022-03-31	$782,100	15,000	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.