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
Q2 		$11.1M Buy
140,549
+609
+0.4% +$46.1K 2.85% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Access Investment Management's CUBI Position: Q2 2026 in Review

Access Investment Management increased its Customers Bancorp (CUBI) stake by 0.44% in Q2 2026, buying an estimated $46.1K and bringing the position to 140,549 shares worth $11.1M. The position accounts for 2.85% of the portfolio, ranked #12.

Access Investment Management first reported a position in CUBI in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.2M in Q4 2023. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Access Investment Management held 140,549 shares of Customers Bancorp worth $11.1M as of Q2 2026.
  • Access Investment Management bought 609 Customers Bancorp shares in Q2 2026, an estimated $46.1K.
  • Customers Bancorp made up 2.85% of Access Investment Management's portfolio in Q2 2026, its #12 holding.
  • Access Investment Management first reported a position in Customers Bancorp in Q4 2023 and has held it in 10 quarters since.
  • Access Investment Management's Customers Bancorp position peaked at $16.2M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.