BRWM
CUBI icon

B. Riley Wealth Management’s Customers Bancorp CUBI Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		$1.66K Buy
+132
New +$5.37K ﹤0.01% 234

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

B. Riley Wealth Management's CUBI Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Customers Bancorp (CUBI) in Q2 2022: 132 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #234 among its holdings.

212 funds tracked by Wall St. Rank hold CUBI as of Q2 2022.

  • B. Riley Wealth Management held 132 shares of Customers Bancorp worth $1.66K as of Q2 2022.
  • Customers Bancorp was a new B. Riley Wealth Management position in Q2 2022.
  • Customers Bancorp made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #234 holding.
  • 212 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.