Axa
CUBI icon

Axa’s Customers Bancorp CUBI Stock Holding History

Axa’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
2025
Q2 		– Sell
-9,823
Closed -$493K – 1136
2025
Q1 		$493K Buy
+9,823
New +$516K ﹤0.01% 927
2024
Q4 		– Sell
-4,701
Closed -$218K – 1086
2024
Q3 		$218K Buy
+4,701
New +$245K ﹤0.01% 1041
2024
Q2 		– Sell
-50,330
Closed -$2.67M – 1077
2024
Q1 		$2.67M Hold
50,330
– – 0.01% 705
2023
Q4 		$2.9M Buy
+50,330
New +$2.18M 0.01% 667
2018
Q3 		– Sell
-9,400
Closed -$267K – 1346
2018
Q2 		$267K Buy
+9,400
New +$281K ﹤0.01% 1255
2018
Q1 		– Sell
-30,400
Closed -$790K – 1379
2017
Q4 		$790K Buy
30,400
+5,300
+21% +$150K ﹤0.01% 1066
2017
Q3 		$819K Buy
25,100
+11,100
+79% +$320K ﹤0.01% 1002
2017
Q2 		$396K Buy
+14,000
New +$414K ﹤0.01% 1093

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axa's CUBI Position: Q2 2025 in Review

Axa sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 9,823 shares — an estimated $493K sold.

Axa first reported a position in CUBI in Q2 2017 and held it in 8 quarters. The position peaked at $2.9M in Q4 2023. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • Axa reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • Axa sold 9,823 Customers Bancorp shares in Q2 2025, an estimated $493K.
  • Axa first reported a position in Customers Bancorp in Q2 2017 and held it in 8 quarters.
  • Axa's Customers Bancorp position peaked at $2.9M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on Axa's 13F filing for Q2 2025, filed 14 Aug 2025.