ACB
CUBI icon

Aristotle Capital Boston’s Customers Bancorp CUBI Stock Holding History

Aristotle Capital Boston’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
Q1 		$19.7M Buy
284,407
+14,193
+5% +$1.03M 1.23% 23
2025
Q4 		$19.8M Sell
270,214
-29,460
-10% -$2.02M 1.08% 31
2025
Q3 		$19.6M Sell
299,674
-1,850
-0.6% -$122K 1.01% 36
2025
Q2 		$17.7M Sell
301,524
-16,821
-5% -$852K 0.9% 41
2025
Q1 		$16M Sell
318,345
-54,501
-15% -$2.86M 0.8% 51
2024
Q4 		$18.2M Sell
372,846
-42,657
-10% -$2.14M 0.67% 60
2024
Q3 		$19.3M Buy
415,503
+18,700
+5% +$973K 0.64% 64
2024
Q2 		$19M Sell
396,803
-5,723
-1% -$270K 0.64% 66
2024
Q1 		$21.4M Sell
402,526
-52,949
-12% -$2.79M 0.65% 64
2023
Q4 		$26.2M Buy
455,475
+599
+0.1% +$26K 0.8% 52
2023
Q3 		$15.7M Sell
454,876
-128,488
-22% -$4.64M 0.51% 81
2023
Q2 		$17.7M Buy
583,364
+5,493
+1% +$123K 0.53% 76
2023
Q1 		$10.7M Sell
577,871
-517
-0.1% -$14.1K 0.33% 104
2022
Q4 		$16.4M Sell
578,388
-11,963
-2% -$373K 0.52% 80
2022
Q3 		$17.4M Sell
590,351
-27,672
-4% -$979K 0.59% 77
2022
Q2 		$21M Buy
618,023
+49,492
+9% +$2.01M 0.63% 71
2022
Q1 		$29.6M Sell
568,531
-131,437
-19% -$8.01M 0.75% 62
2021
Q4 		$45.8M Sell
699,968
-372,074
-35% -$20.4M 1.07% 30
2021
Q3 		$46.1M Buy
1,072,042
+5,768
+0.5% +$225K 1.08% 26
2021
Q2 		$41.6M Sell
1,066,274
-86,512
-8% -$3.11M 0.95% 33
2021
Q1 		$36.7M Buy
1,152,786
+5,743
+0.5% +$151K 0.82% 48
2020
Q4 		$20.9M Sell
1,147,043
-107,526
-9% -$1.71M 0.49% 88
2020
Q3 		$14.1M Buy
1,254,569
+10,793
+0.9% +$128K 0.41% 95
2020
Q2 		$14.9M Buy
1,243,776
+117,930
+10% +$1.31M 0.45% 87
2020
Q1 		$12.3M Buy
1,125,846
+22,948
+2% +$444K 0.53% 77
2019
Q4 		$26.3M Buy
1,102,898
+69,433
+7% +$1.59M 0.72% 58
2019
Q3 		$21.4M Buy
1,033,465
+143,270
+16% +$2.84M 0.63% 68
2019
Q2 		$18.7M Buy
890,195
+34,939
+4% +$729K 0.58% 73
2019
Q1 		$15.7M Buy
855,256
+330,386
+63% +$6.59M 0.52% 86
2018
Q4 		$9.55M Buy
524,870
+68,106
+15% +$1.36M 0.78% 64
2018
Q3 		$10.7M Sell
456,764
-6,946
-1% -$180K 0.79% 67
2018
Q2 		$13.2M Sell
463,710
-20,402
-4% -$609K 1.04% 40
2018
Q1 		$14.1M Buy
484,112
+115,246
+31% +$3.46M 0.66% 68
2017
Q4 		$9.59M Buy
368,866
+41,099
+13% +$1.17M 0.7% 69
2017
Q3 		$10.7M Sell
327,767
-960
-0.3% -$27.7K 0.96% 43
2017
Q2 		$9.3M Buy
328,727
+18,303
+6% +$541K 1.04% 30
2017
Q1 		$9.79M Sell
310,424
-75,307
-20% -$2.56M 1.31% 26
2016
Q4 		$13.8M Buy
385,731
+18,186
+5% +$537K 1.89% 4
2016
Q3 		$9.25M Buy
367,545
+13,372
+4% +$346K 1.65% 12
2016
Q2 		$8.9M Buy
354,173
+10,916
+3% +$278K 1.73% 10
2016
Q1 		$8.11M Buy
343,257
+20,423
+6% +$488K 1.63% 13
2015
Q4 		$8.79M Buy
322,834
+47,085
+17% +$1.31M 1.79% 8
2015
Q3 		$7.09M Buy
275,749
+15,564
+6% +$396K 1.73% 10
2015
Q2 		$7M Buy
260,185
+48,878
+23% +$1.25M 1.59% 15
2015
Q1 		$5.15M Buy
211,307
+68,987
+48% +$1.49M 1.6% 16
2014
Q4 		$2.77M Buy
+142,320
New +$2.64M 1.39% 16

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aristotle Capital Boston's CUBI Position: Q1 2026 in Review

Aristotle Capital Boston increased its Customers Bancorp (CUBI) stake by 5.3% in Q1 2026, buying an estimated $1.03M and bringing the position to 284,407 shares worth $19.7M. The position accounts for 1.23% of the portfolio, ranked #23.

Aristotle Capital Boston first reported a position in CUBI in Q4 2014 and has held it in 46 quarters since. The position peaked at $46.1M in Q3 2021. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Aristotle Capital Boston held 284,407 shares of Customers Bancorp worth $19.7M as of Q1 2026.
  • Aristotle Capital Boston bought 14,193 Customers Bancorp shares in Q1 2026, an estimated $1.03M.
  • Customers Bancorp made up 1.23% of Aristotle Capital Boston's portfolio in Q1 2026, its #23 holding.
  • Aristotle Capital Boston first reported a position in Customers Bancorp in Q4 2014 and has held it in 46 quarters since.
  • Aristotle Capital Boston's Customers Bancorp position peaked at $46.1M in Q3 2021.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Aristotle Capital Boston's 13F filing for Q1 2026, filed 15 May 2026.