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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hazlett, Burt & Watson's CUBI Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Customers Bancorp (CUBI) position steady in Q2 2026 at 500 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #494.

Hazlett, Burt & Watson first reported a position in CUBI in Q1 2022 and has held it in 18 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Hazlett, Burt & Watson held 500 shares of Customers Bancorp worth $40K as of Q2 2026.
Hazlett, Burt & Watson left its Customers Bancorp share count unchanged in Q2 2026.
Customers Bancorp made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #494 holding.
Hazlett, Burt & Watson first reported a position in Customers Bancorp in Q1 2022 and has held it in 18 quarters since.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.