Position in CUBI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,087,632
+$373,514 QoQ
Shares Held
64,319
-5.3% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in CUBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. CUBI ranks #93 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in CUBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,087,632 | 64,319 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,714,118 | 67,917 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,125,785 | 70,101 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,494,122 | 68,749 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,093,344 | 86,710 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,441,394 | 88,474 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,588,138 | 94,251 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,387,336 | 180,567 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,011,986 | 187,828 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,426,005 | 271,881 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,869,637 | 292,774 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,393,420 | 359,751 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,278,631 | 438,818 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,620,781 | 465,485 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $9,457,369 | 333,711 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,116,629 | 309,248 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,863,632 | 143,470 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,600,343 | 145,768 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,989,646 | 152,817 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,235,275 | 168,184 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,359,557 | 188,755 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,990,178 | 188,252 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,635,436 | 199,969 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,611,324 | 233,154 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,055,050 | 254,164 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,499,250 | 320,151 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||