Customers Ban shares owned by Creative Planning
Quarter-by-quarter ownership of Customers Ban (CUBI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Customers Ban
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Quarterly reported holdings in Customers Ban by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $607k | 9.3k | 65.37 |
| 2025-06-30 | $250k | 4.3k | 58.74 |
| 2024-12-31 | $4.6k | 94 | 48.68 |
| 2018-06-30 | $423k | 15k | 28.38 |
| 2018-03-31 | $376k | 13k | 29.14 |
| 2017-09-30 | $202k | 6.2k | 32.64 |
| 2017-06-30 | $174k | 6.2k | 28.27 |
| 2017-03-31 | $206k | 6.5k | 31.48 |
| 2016-12-31 | $217k | 6.1k | 35.84 |
| 2016-09-30 | $152k | 6.1k | 25.11 |
| 2016-06-30 | $112k | 4.4k | 25.21 |
| 2016-03-31 | $105k | 4.4k | 23.64 |
| 2015-03-31 | $9.0k | 357 | 25.21 |