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Basecamp Wealth Advisors’s Customers Bancorp CUBI Stock Holding History

Basecamp Wealth Advisors’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 		– Sell
-12
Closed -$877 – 2061
2025
Q4 		$877 Buy
+12
New +$823 ﹤0.01% 1526

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Basecamp Wealth Advisors's CUBI Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Customers Bancorp (CUBI) in Q1 2026, closing a stake of 12 shares — an estimated $877 sold.

Basecamp Wealth Advisors first reported a position in CUBI in Q4 2025 and held it in 1 quarter. The position peaked at $877 in Q4 2025. 281 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Customers Bancorp position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 12 Customers Bancorp shares in Q1 2026, an estimated $877.
  • Basecamp Wealth Advisors first reported a position in Customers Bancorp in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Customers Bancorp position peaked at $877 in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.