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ALPS Advisors’s Customers Bancorp CUBI Stock Holding History

ALPS Advisors’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
2025
Q1 		– Sell
-7,399
Closed -$360K – 1029
2024
Q4 		$360K Hold
7,399
– – ﹤0.01% 767
2024
Q3 		$344K Buy
7,399
+971
+15% +$50.5K ﹤0.01% 891
2024
Q2 		$308K Sell
6,428
-32
-0.5% -$1.51K ﹤0.01% 834
2024
Q1 		$343K Buy
+6,460
New +$340K ﹤0.01% 862
2022
Q3 		– Sell
-6,087
Closed -$206K – 1094
2022
Q2 		$206K Sell
6,087
-63
-1% -$2.56K ﹤0.01% 994
2022
Q1 		$321K Buy
+6,150
New +$375K ﹤0.01% 743
2021
Q3 		– Sell
-11,038
Closed -$430K – 933
2021
Q2 		$430K Hold
11,038
– – ﹤0.01% 551
2021
Q1 		$351K Buy
+11,038
New +$290K ﹤0.01% 580
2018
Q1 		– Sell
-16,398
Closed -$426K – 899
2017
Q4 		$426K Hold
16,398
– – ﹤0.01% 669
2017
Q3 		$535K Buy
16,398
+1,808
+12% +$52.2K ﹤0.01% 390
2017
Q2 		$413K Buy
14,590
+38
+0.3% +$1.12K ﹤0.01% 670
2017
Q1 		$459K Sell
14,552
-1,581
-10% -$53.8K ﹤0.01% 629
2016
Q4 		$578K Sell
16,133
-346
-2% -$10.2K ﹤0.01% 294
2016
Q3 		$415K Sell
16,479
-14
-0.1% -$362 ﹤0.01% 524
2016
Q2 		$414K Sell
16,493
-1,213
-7% -$30.9K ﹤0.01% 429
2016
Q1 		$418K Sell
17,706
-1,542
-8% -$36.8K ﹤0.01% 535
2015
Q4 		$524K Hold
19,248
– – 0.01% 382
2015
Q3 		$4.95K Sell
19,248
-2,693
-12% -$68.5K 0.01% 398
2015
Q2 		$590K Buy
21,941
+341
+2% +$8.71K 0.01% 313
2015
Q1 		$526K Buy
+21,600
New +$466K ﹤0.01% 418

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors's CUBI Position: Q1 2025 in Review

ALPS Advisors sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 7,399 shares — an estimated $360K sold.

ALPS Advisors first reported a position in CUBI in Q1 2015 and held it in 20 quarters. The position peaked at $590K in Q2 2015. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • ALPS Advisors reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 7,399 Customers Bancorp shares in Q1 2025, an estimated $360K.
  • ALPS Advisors first reported a position in Customers Bancorp in Q1 2015 and held it in 20 quarters.
  • ALPS Advisors's Customers Bancorp position peaked at $590K in Q2 2015.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.