Wakefield Asset Management LLLP

Position in CUBI — Customers Bancorp, Inc.

CIK 1600435 Englewood, CO

Position in CUBI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,169,419

-$51,758 QoQ

Shares Held

16,848

+0.9% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Wakefield Asset Management LLLP holds $11,761,181 across 7 Banks - Regional names. CUBI ranks #5 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHN	First Horizon Corp	181,858	$4,139,088
2	TRMK	Trustmark Corp	35,415	$1,492,388
3	AX	Axos Financial, Inc.	17,149	$1,459,208
4	MBIN	Merchants Bancorp	29,530	$1,267,132
5	CUBI	Customers Bancorp, Inc. This page	16,848	$1,169,419
6	MBWM	Mercantile Bank Corp	22,830	$1,152,915
7	HAPN	Happen, Inc.	75,491	$1,081,031

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,169,419	16,848	+0.9%	Shares	Defined	2026-05-12
2025-12-31	$1,221,177	16,701	-20.3%	Shares	Defined	2026-02-05
2024-03-31	$1,112,509	20,967	-4.3%	Shares	Defined	2024-05-01
2023-12-31	$1,263,030	21,920	+9.3%	Shares	Defined	2024-01-25
2023-09-30	$691,101	20,061	-48.1%	Shares	Defined	2023-11-01
2023-06-30	$1,168,731	38,623	+135.1%	Shares	Defined	2023-08-01
2022-06-30	$556,841	16,426	+0.3%	Shares	Defined	2022-08-09
2022-03-31	$853,636	16,372	+0.6%	Shares	Defined	2022-05-02
2021-12-31	$1,064,158	16,279	-24.2%	Shares	Defined	2022-02-01
2021-09-30	$924,327	21,486	-3.5%	Shares	Defined	2021-11-12
2021-06-30	$868,541	22,276	—	Shares	Defined	2021-08-10
No filing history on record for this holder in this stock.