Position in CUBI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,064,402
+$484,780 QoQ
Shares Held
15,335
+93.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 quarters on record
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Summit Global Investments holds $14,681,135 across 19 Banks - Regional names. CUBI ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
9,449 | $1,267,772 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
40,350 | $1,201,623 | |
| 3 | OFG |
Ofg Bancorp
|
29,441 | $1,191,182 | |
| 4 | BKU |
BankUnited, Inc.
|
23,656 | $1,068,304 | |
| 5 | CUBI |
Customers Bancorp, Inc.
This page
|
15,335 | $1,064,402 | |
| 6 | NWG |
NatWest Group plc
|
66,755 | $994,649 | |
| 7 | HDB |
Hdfc Bank Ltd
|
38,152 | $949,221 | |
| 8 | HAFC |
Hanmi Financial Corp
|
35,096 | $925,130 |
All Filings in CUBI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,064,402 | 15,335 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $579,622 | 7,927 | Shares | Sole | 2026-02-18 | |
| 2024-03-31 | $580,741 | 10,945 | Shares | Sole | 2024-04-29 | |
| 2023-03-31 | $264,836 | 14,300 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||