Position in CUBI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,117,425
+$1,404,190 QoQ
Shares Held
140,549
+0.4% QoQ
Ownership
0.416%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#44
of 296 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Access Investment Management LLC holds $49,164,166 across 10 Banks - Regional names. CUBI ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
126,596 | $16,342,277 | |
| 2 | CUBI |
Customers Bancorp, Inc.
This page
|
140,549 | $11,117,425 | |
| 3 | FITB |
Fifth Third Bancorp
|
153,100 | $8,630,247 | |
| 4 | FSUN |
Firstsun Capital Bancorp
|
87,340 | $3,387,045 | |
| 5 | WTFC |
Wintrust Financial Corp
|
18,402 | $2,957,569 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
76,554 | $2,453,555 | |
| 7 | FHN |
First Horizon Corp
|
91,384 | $2,343,085 | |
| 8 | CATY |
Cathay General Bancorp
|
21,261 | $1,317,969 |
All Filings in CUBI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,117,425 | 140,549 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,713,235 | 139,940 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $9,682,184 | 132,415 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,655,968 | 132,415 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,720,737 | 114,415 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $4,585,899 | 94,205 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,371,409 | 94,110 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $13,502,771 | 281,425 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $14,916,757 | 281,130 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $16,194,389 | 281,055 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||