Amalgamated Bank
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Amalgamated Bank’s Customers Bancorp CUBI Stock Holding History

Amalgamated Bank’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
Q3 		$608K Sell
8,219
-226
-3% -$17.8K ﹤0.01% 1274
2026
Q2 		$668K Sell
8,445
-717
-8% -$54.2K ﹤0.01% 1275
2026
Q1 		$636K Sell
9,162
-81
-0.9% -$5.89K ﹤0.01% 1240
2025
Q4 		$676K Buy
9,243
+575
+7% +$39.4K ﹤0.01% 1211
2025
Q3 		$567K Buy
8,668
+290
+3% +$19.1K ﹤0.01% 1261
2025
Q2 		$492K Buy
8,378
+34
+0.4% +$1.72K ﹤0.01% 1289
2025
Q1 		$419K Sell
8,344
-261
-3% -$13.7K ﹤0.01% 1317
2024
Q4 		$419K Sell
8,605
-69
-0.8% -$3.47K ﹤0.01% 1361
2024
Q3 		$403K Hold
8,674
– – ﹤0.01% 1380
2024
Q2 		$416K Sell
8,674
-26
-0.3% -$1.23K ﹤0.01% 1369
2024
Q1 		$462K Sell
8,700
-2,108
-20% -$111K ﹤0.01% 1341
2023
Q4 		$623K Sell
10,808
-323
-3% -$14K 0.01% 1345
2023
Q3 		$383K Sell
11,131
-734
-6% -$26.5K ﹤0.01% 1540
2023
Q2 		$359K Sell
11,865
-904
-7% -$20.3K ﹤0.01% 1586
2023
Q1 		$236K Sell
12,769
-1,075
-8% -$29.3K ﹤0.01% 1733
2022
Q4 		$392K Hold
13,844
– – ﹤0.01% 1575
2022
Q3 		$408K Buy
13,844
+108
+0.8% +$3.82K ﹤0.01% 1529
2022
Q2 		$466K Buy
13,736
+249
+2% +$10.1K ﹤0.01% 1497
2022
Q1 		$703K Sell
13,487
-709
-5% -$43.2K 0.01% 1392
2021
Q4 		$928K Sell
14,196
-237
-2% -$13K 0.01% 1277
2021
Q3 		$621K Sell
14,433
-272
-2% -$10.6K 0.01% 1473
2021
Q2 		$573K Buy
+14,705
New +$529K ﹤0.01% 1570

Other funds holding CUBI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank's CUBI Position: Q3 2026 in Review

Amalgamated Bank reduced its Customers Bancorp (CUBI) stake by 2.7% in Q3 2026, selling an estimated $17.8K and leaving 8,219 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Amalgamated Bank first reported a position in CUBI in Q2 2021 and has held it in 22 quarters since. The position peaked at $928K in Q4 2021. 50 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • Amalgamated Bank held 8,219 shares of Customers Bancorp worth $608K as of Q3 2026.
  • Amalgamated Bank sold 226 Customers Bancorp shares in Q3 2026, an estimated $17.8K.
  • Customers Bancorp made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1274 holding.
  • Amalgamated Bank first reported a position in Customers Bancorp in Q2 2021 and has held it in 22 quarters since.
  • Amalgamated Bank's Customers Bancorp position peaked at $928K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.