AIM
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Access Investment Management’s Customers Bancorp CUBI Stock Holding History

Access Investment Management’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
Q1 		$9.71M Buy
139,940
+7,525
+6% +$547K 2.59% 12
2025
Q4 		$8.66M Hold
132,415
– – 2.33% 14
2025
Q3 		$8.66M Buy
132,415
+18,000
+16% +$1.18M 2.33% 14
2025
Q2 		$6.72M Buy
+114,415
New +$5.8M 1.91% 18
2024
Q4 		$4.59M Buy
94,205
+95
+0.1% +$4.78K 1.33% 25
2024
Q3 		$4.37M Sell
94,110
-187,315
-67% -$9.75M 1.33% 25
2024
Q2 		$13.5M Buy
281,425
+295
+0.1% +$13.9K 4.39% 5
2024
Q1 		$14.9M Buy
281,130
+75
+0% +$3.95K 4.93% 5
2023
Q4 		$16.2M Buy
+281,055
New +$12.2M 6.04% 3

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Access Investment Management's CUBI Position: Q1 2026 in Review

Access Investment Management increased its Customers Bancorp (CUBI) stake by 5.7% in Q1 2026, buying an estimated $547K and bringing the position to 139,940 shares worth $9.71M. The position accounts for 2.59% of the portfolio, ranked #12.

Access Investment Management first reported a position in CUBI in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.2M in Q4 2023. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Access Investment Management held 139,940 shares of Customers Bancorp worth $9.71M as of Q1 2026.
  • Access Investment Management bought 7,525 Customers Bancorp shares in Q1 2026, an estimated $547K.
  • Customers Bancorp made up 2.59% of Access Investment Management's portfolio in Q1 2026, its #12 holding.
  • Access Investment Management first reported a position in Customers Bancorp in Q4 2023 and has held it in 9 quarters since.
  • Access Investment Management's Customers Bancorp position peaked at $16.2M in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.