Wakefield Asset Management LLLP

Position in CUBI — Customers Bancorp, Inc.

CIK 1600435 Englewood, CO

Position in CUBI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,354,033

+$184,614 QoQ

Shares Held

17,118

+1.6% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#111

of 295 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wakefield Asset Management LLLP holds $13,551,057 across 8 Banks - Regional names. CUBI ranks #7 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHN	First Horizon Corp	159,157	$4,080,785
2	TRMK	Trustmark Corp	36,067	$1,659,442
3	HAPN	Happen, Inc.	76,740	$1,591,587
4	FULT	Fulton Financial Corp	60,884	$1,472,783
5	FHB	First Hawaiian, Inc.	48,096	$1,409,212
6	WAFD	Wafd Inc	36,489	$1,400,082
7	CUBI	Customers Bancorp, Inc. This page	17,118	$1,354,033
8	ZION	Zions Bancorporation, National Association /Ut/	8,428	$583,133

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,354,033	17,118	+1.6%	Shares	Defined	2026-08-11
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.