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Annis Gardner Whiting Capital Advisors’s Customers Bancorp CUBI Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q2 		– Sell
-3
Closed -$209 – 539
2026
Q1 		$209 Hold
3
– – ﹤0.01% 1271
2025
Q4 		$220 Buy
+3
New +$206 ﹤0.01% 1160

Other funds holding CUBI

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's CUBI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 3 shares — an estimated $209 sold.

Annis Gardner Whiting Capital Advisors first reported a position in CUBI in Q4 2025 and held it in 2 quarters. The position peaked at $220 in Q4 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3 Customers Bancorp shares in Q2 2026, an estimated $209.
  • Annis Gardner Whiting Capital Advisors first reported a position in Customers Bancorp in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Customers Bancorp position peaked at $220 in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.