Position in CUBI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,166,310
+$1,257,179 QoQ
Shares Held
27,387
+109.1% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. CUBI ranks #105 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp \De\
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in CUBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,166,310 | 27,387 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $909,131 | 13,098 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,671,218 | 36,532 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,498,932 | 22,930 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,107,657 | 18,857 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $897,776 | 17,884 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $848,198 | 17,424 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $633,206 | 13,632 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $647,537 | 13,496 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $540,944 | 10,195 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $512,471 | 8,894 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $267,227 | 7,757 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $428,631 | 14,165 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $286,929 | 15,493 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $416,569 | 14,699 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $543,964 | 18,452 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $697,321 | 20,570 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,672,851 | 51,263 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,714,678 | 72,123 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,015,742 | 349,041 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,154,982 | 388,689 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,062,966 | 410,527 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,699,984 | 368,536 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,656,679 | 415,775 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,297,428 | 440,718 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,885,490 | 446,980 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||