Position in CUBI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,361,318
+$595,043 QoQ
Shares Held
48,427
+28.0% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,194,070,161 across 117 Banks - Regional names. CUBI ranks #66 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,013,155 | $418,917,423 | |
| 2 | USB |
US Bancorp De
|
6,493,521 | $337,728,027 | |
| 3 | TFC |
Truist Financial Corp
|
3,923,187 | $180,348,906 | |
| 4 | FITB |
Fifth Third Bancorp
|
1,992,673 | $92,579,587 | |
| 5 | IBN |
Icici Bank Ltd
|
2,842,563 | $73,622,381 | |
| 6 | MTB |
M&T Bank Corp
|
307,675 | $63,602,576 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,213,007 | $61,431,425 | |
| 8 | WTFC |
Wintrust Financial Corp
|
422,862 | $58,752,446 |
All Filings in CUBI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,361,318 | 48,427 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,766,275 | 37,832 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,765,839 | 27,013 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,311,546 | 22,328 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $957,565 | 19,075 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $865,384 | 17,777 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $686,670 | 14,783 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $558,631 | 11,643 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $541,636 | 10,208 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $549,406 | 9,535 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $310,015 | 8,999 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $304,355 | 10,058 | Shares | Sole | 2023-08-04 | |
| 2022-03-31 | $320,504 | 6,147 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $407,843 | 6,239 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $294,514 | 6,846 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $231,639 | 5,941 | Shares | Sole | 2021-08-04 | |
| 2020-09-30 | $122,124 | 10,904 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $131,823 | 10,967 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||