Position in CUBI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,514
+$921 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 292 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $94,786 across 6 Banks - Regional names. CUBI ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
19 | $39,535 | |
| 2 | CASH |
Pathward Financial, Inc.
|
241 | $20,981 | |
| 3 | FLG |
Flagstar Bank, National Association
|
714 | $10,667 | |
| 4 | BBT |
Beacon Financial Corp
|
309 | $9,409 | |
| 5 | CUBI |
Customers Bancorp, Inc.
This page
|
95 | $7,514 | |
| 6 | NU |
Nu Holdings Ltd.
|
500 | $6,680 |
All Filings in CUBI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,514 | 95 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,593 | 95 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,946 | 95 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||