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Bard Associates’s Customers Bancorp CUBI Stock Holding History

Bard Associates’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Hold
200
– – ﹤0.01% 203
2025
Q4 		$14.6K Buy
+200
New +$13.7K ﹤0.01% 198
2022
Q1 		– Sell
-19,900
Closed -$1.3M – 186
2021
Q4 		$1.3M Sell
19,900
-800
-4% -$43.9K 0.43% 88
2021
Q3 		$891K Sell
20,700
-31,795
-61% -$1.24M 0.3% 108
2021
Q2 		$2.05M Sell
52,495
-350
-0.7% -$12.6K 0.67% 64
2021
Q1 		$1.68M Sell
52,845
-1,150
-2% -$30.3K 0.61% 62
2020
Q4 		$982K Sell
53,995
-6,290
-10% -$99.7K 0.39% 87
2020
Q3 		$675K Sell
60,285
-920
-2% -$10.9K 0.36% 89
2020
Q2 		$736K Sell
61,205
-1,500
-2% -$16.7K 0.41% 82
2020
Q1 		$685K Sell
62,705
-205
-0.3% -$3.97K 0.5% 78
2019
Q4 		$1.5M Sell
62,910
-610
-1% -$14K 0.76% 54
2019
Q3 		$1.32M Sell
63,520
-5,800
-8% -$115K 0.67% 61
2019
Q2 		$1.46M Sell
69,320
-600
-0.9% -$12.5K 0.73% 50
2019
Q1 		$1.28M Sell
69,920
-1,440
-2% -$28.7K 0.65% 62
2018
Q4 		$1.3M Sell
71,360
-840
-1% -$16.8K 0.75% 51
2018
Q3 		$1.7M Sell
72,200
-1,955
-3% -$50.7K 0.78% 44
2018
Q2 		$2.1M Sell
74,155
-2,545
-3% -$76K 0.98% 26
2018
Q1 		$2.24M Sell
76,700
-2,090
-3% -$62.8K 1.11% 18
2017
Q4 		$2.05M Sell
78,790
-430
-0.5% -$12.2K 0.98% 29
2017
Q3 		$2.58M Sell
79,220
-500
-0.6% -$14.4K 1.2% 24
2017
Q2 		$2.25M Buy
79,720
+685
+0.9% +$20.2K 1.02% 27
2017
Q1 		$2.49M Sell
79,035
-1,425
-2% -$48.5K 1.16% 21
2016
Q4 		$2.88M Buy
80,460
+960
+1% +$28.4K 1.34% 19
2016
Q3 		$2M Sell
79,500
-305
-0.4% -$7.88K 0.98% 32
2016
Q2 		$2M Sell
79,805
-1,605
-2% -$40.8K 1.06% 29
2016
Q1 		$1.92M Buy
81,410
+1,640
+2% +$39.2K 1.11% 28
2015
Q4 		$2.17M Sell
79,770
-2,550
-3% -$71.1K 1.28% 20
2015
Q3 		$2.12M Buy
+82,320
New +$2.09M 1.22% 22

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bard Associates's CUBI Position: Q1 2026 in Review

Bard Associates held its Customers Bancorp (CUBI) position steady in Q1 2026 at 200 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Bard Associates first reported a position in CUBI in Q3 2015 and has held it in 28 quarters since. The position peaked at $2.88M in Q4 2016. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Bard Associates held 200 shares of Customers Bancorp worth $13.9K as of Q1 2026.
  • Bard Associates left its Customers Bancorp share count unchanged in Q1 2026.
  • Customers Bancorp made up ﹤0.01% of Bard Associates's portfolio in Q1 2026, its #203 holding.
  • Bard Associates first reported a position in Customers Bancorp in Q3 2015 and has held it in 28 quarters since.
  • Bard Associates's Customers Bancorp position peaked at $2.88M in Q4 2016.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.