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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
Q2 		$15.8K Hold
200
– – ﹤0.01% 209
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bard Associates's CUBI Position: Q2 2026 in Review

Bard Associates held its Customers Bancorp (CUBI) position steady in Q2 2026 at 200 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Bard Associates first reported a position in CUBI in Q3 2015 and has held it in 29 quarters since. The position peaked at $2.88M in Q4 2016. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Bard Associates held 200 shares of Customers Bancorp worth $15.8K as of Q2 2026.
  • Bard Associates left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #209 holding.
  • Bard Associates first reported a position in Customers Bancorp in Q3 2015 and has held it in 29 quarters since.
  • Bard Associates's Customers Bancorp position peaked at $2.88M in Q4 2016.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.