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Ashton Thomas Private Wealth’s Customers Bancorp CUBI Stock Holding History

Ashton Thomas Private Wealth’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 		$443K Buy
6,388
+2,910
+84% +$212K 0.01% 759
2025
Q4 		$254K Buy
3,478
+102
+3% +$7K 0.01% 878
2025
Q3 		$221K Buy
+3,376
New +$222K 0.01% 903
2024
Q3 		– Sell
-3,157
Closed -$151K – 887
2024
Q2 		$151K Buy
+3,157
New +$149K 0.01% 648

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

Ashton Thomas Private Wealth's CUBI Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Customers Bancorp (CUBI) stake by 84% in Q1 2026, buying an estimated $212K and bringing the position to 6,388 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #759.

Ashton Thomas Private Wealth first reported a position in CUBI in Q2 2024 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Ashton Thomas Private Wealth held 6,388 shares of Customers Bancorp worth $443K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 2,910 Customers Bancorp shares in Q1 2026, an estimated $212K.
  • Customers Bancorp made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #759 holding.
  • Ashton Thomas Private Wealth first reported a position in Customers Bancorp in Q2 2024 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.