Arax Advisory Partners
CUBI icon

Arax Advisory Partners’s Customers Bancorp CUBI Stock Holding History

Arax Advisory Partners’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 		$18.5K Buy
250
+67
+37% +$5.27K ﹤0.01% 4071
2026
Q2 		$14.5K Buy
183
+113
+161% +$8.55K ﹤0.01% 4164
2026
Q1 		$4.86K Sell
70
-284
-80% -$20.6K ﹤0.01% 2796
2025
Q4 		$25.9K Buy
354
+243
+219% +$16.7K ﹤0.01% 1970
2025
Q3 		$7.26K Buy
111
+93
+517% +$6.12K ﹤0.01% 2732
2025
Q2 		$1.06K Buy
+18
New +$912 ﹤0.01% 2757

Other funds holding CUBI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Arax Advisory Partners's CUBI Position: Q3 2026 in Review

Arax Advisory Partners increased its Customers Bancorp (CUBI) stake by 37% in Q3 2026, buying an estimated $5.27K and bringing the position to 250 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

Arax Advisory Partners first reported a position in CUBI in Q2 2025 and has held it in 6 quarters since. The position peaked at $25.9K in Q4 2025. 239 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • Arax Advisory Partners held 250 shares of Customers Bancorp worth $18.5K as of Q3 2026.
  • Arax Advisory Partners bought 67 Customers Bancorp shares in Q3 2026, an estimated $5.27K.
  • Customers Bancorp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #4071 holding.
  • Arax Advisory Partners first reported a position in Customers Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Arax Advisory Partners's Customers Bancorp position peaked at $25.9K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.