Position in CUBI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$13,812
-$665 QoQ
Shares Held
199
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Hughes Financial Services, LLC holds $1,149,258 across 58 Banks - Regional names. CUBI ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
25,247 | $513,523 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,046 | $217,662 | |
| 3 | MNSB |
MainStreet Bancshares, Inc.
|
5,440 | $120,768 | |
| 4 | TFC |
Truist Financial Corp
|
2,304 | $105,914 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
1,737 | $71,946 | |
| 6 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
1,332 | $45,048 | |
| 7 | CUBI |
Customers Bancorp, Inc.
This page
|
199 | $13,812 | |
| 8 | MTB |
M&T Bank Corp
|
42 | $8,682 |
All Filings in CUBI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,812 | 199 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $14,477 | 198 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,943 | 198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,630 | 198 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,939 | 198 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||