Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s Customers Bancorp CUBI Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$37K Hold
500
– – 0.01% 511
2026
Q2 		$40K Hold
500
– – 0.01% 494
2026
Q1 		$35K Buy
500
+400
+400% +$29.1K 0.01% 508
2025
Q4 		$7K Hold
100
– – ﹤0.01% 745
2025
Q3 		$7K Hold
100
– – ﹤0.01% 696
2025
Q2 		$6K Hold
100
– – ﹤0.01% 649
2025
Q1 		$5K Hold
100
– – ﹤0.01% 647
2024
Q4 		$5K Hold
100
– – ﹤0.01% 613
2024
Q3 		$5K Hold
100
– – ﹤0.01% 594
2024
Q2 		$5K Hold
100
– – ﹤0.01% 583
2024
Q1 		$5K Hold
100
– – ﹤0.01% 573
2023
Q4 		$6K Hold
100
– – ﹤0.01% 534
2023
Q3 		$3K Hold
100
– – ﹤0.01% 602
2023
Q2 		$3K Hold
100
– – ﹤0.01% 590
2023
Q1 		$2K Hold
100
– – ﹤0.01% 565
2022
Q4 		$3K Hold
100
– – ﹤0.01% 553
2022
Q3 		$3K Hold
100
– – ﹤0.01% 549
2022
Q2 		$3K Hold
100
– – ﹤0.01% 538
2022
Q1 		$5K Buy
+100
New +$6.09K ﹤0.01% 517

Other funds holding CUBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Hazlett, Burt & Watson's CUBI Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Customers Bancorp (CUBI) position steady in Q3 2026 at 500 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #511.

Hazlett, Burt & Watson first reported a position in CUBI in Q1 2022 and has held it in 19 quarters since. The position peaked at $40K in Q2 2026. 119 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • Hazlett, Burt & Watson held 500 shares of Customers Bancorp worth $37K as of Q3 2026.
  • Hazlett, Burt & Watson left its Customers Bancorp share count unchanged in Q3 2026.
  • Customers Bancorp made up 0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #511 holding.
  • Hazlett, Burt & Watson first reported a position in Customers Bancorp in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's Customers Bancorp position peaked at $40K in Q2 2026.
  • 119 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.