Position in CUBI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,190,213
-$550,476 QoQ
Shares Held
242,607
-14.7% QoQ
Ownership
0.718%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#28
of 292 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aristotle Capital Boston, LLC holds $191,497,398 across 13 Banks - Regional names. CUBI ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
181,329 | $25,886,528 | |
| 2 | NBHC |
National Bank Holdings Corp
|
485,740 | $21,581,428 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
454,584 | $19,233,449 | |
| 4 | CUBI |
Customers Bancorp, Inc.
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|
242,607 | $19,190,213 | |
| 5 | WSBC |
Wesbanco Inc
|
435,329 | $16,990,890 | |
| 6 | BKU |
BankUnited, Inc.
|
334,868 | $16,224,354 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
420,721 | $13,484,108 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
348,476 | $13,437,234 |
All Filings in CUBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,190,213 | 242,607 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,740,689 | 284,407 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,758,047 | 270,214 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,589,689 | 299,674 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,711,519 | 301,524 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,980,919 | 318,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,150,143 | 372,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,300,114 | 415,503 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,038,607 | 396,803 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,358,029 | 402,526 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,244,469 | 455,475 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,670,478 | 454,876 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,652,594 | 583,364 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,702,170 | 577,871 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,391,515 | 578,388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,403,547 | 590,351 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,950,979 | 618,023 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $29,643,206 | 568,531 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,756,908 | 699,968 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $46,119,246 | 1,072,042 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,574,023 | 1,066,274 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $36,681,650 | 1,152,786 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,853,241 | 1,147,043 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $14,051,172 | 1,254,569 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,950,187 | 1,243,776 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,305,496 | 1,125,846 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||