Yorktown Management & Research Company’s Customers Bancorp CUBI Stock Holding History

Yorktown Management & Research Company’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	$384K	Hold	4,850	–	–	0.24%	164
2026 Q1	$337K	Hold	4,850	–	–	0.28%	136
2025 Q4	$355K	Hold	4,850	–	–	0.28%	145
2025 Q3	$317K	Buy	+4,850	New	+$319K	0.25%	164

Other funds holding CUBI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Yorktown Management & Research Company's CUBI Position: Q2 2026 in Review

Yorktown Management & Research Company held its Customers Bancorp (CUBI) position steady in Q2 2026 at 4,850 shares worth $384K. The position accounts for 0.24% of the portfolio, ranked #164.

Yorktown Management & Research Company first reported a position in CUBI in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Yorktown Management & Research Company held 4,850 shares of Customers Bancorp worth $384K as of Q2 2026.
Yorktown Management & Research Company left its Customers Bancorp share count unchanged in Q2 2026.
Customers Bancorp made up 0.24% of Yorktown Management & Research Company's portfolio in Q2 2026, its #164 holding.
Yorktown Management & Research Company first reported a position in Customers Bancorp in Q3 2025 and has held it in 4 quarters since.
68 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.