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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
Q2 		$511K Buy
6,463
+75
+1% +$5.67K 0.01% 775
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ashton Thomas Private Wealth's CUBI Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Customers Bancorp (CUBI) stake by 1.2% in Q2 2026, buying an estimated $5.67K and bringing the position to 6,463 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #775.

Ashton Thomas Private Wealth first reported a position in CUBI in Q2 2024 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Ashton Thomas Private Wealth held 6,463 shares of Customers Bancorp worth $511K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 75 Customers Bancorp shares in Q2 2026, an estimated $5.67K.
  • Customers Bancorp made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #775 holding.
  • Ashton Thomas Private Wealth first reported a position in Customers Bancorp in Q2 2024 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.