BFEC
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Benjamin F. Edwards & Company’s Customers Bancorp CUBI Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$20K Buy
424
+2
+0.5% +$94 ﹤0.01% 1545
2024
Q1 		$22K Buy
422
+1
+0.2% +$53 ﹤0.01% 1500
2023
Q4 		$24K Buy
+421
New +$18.3K ﹤0.01% 1438

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Benjamin F. Edwards & Company's CUBI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Customers Bancorp (CUBI) stake by 0.47% in Q2 2024, buying an estimated $94 and bringing the position to 424 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Benjamin F. Edwards & Company first reported a position in CUBI in Q4 2023 and has held it in 3 quarters since. The position peaked at $24K in Q4 2023. 224 funds tracked by Wall St. Rank hold CUBI as of Q2 2024.

  • Benjamin F. Edwards & Company held 424 shares of Customers Bancorp worth $20K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2 Customers Bancorp shares in Q2 2024, an estimated $94.
  • Customers Bancorp made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1545 holding.
  • Benjamin F. Edwards & Company first reported a position in Customers Bancorp in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Customers Bancorp position peaked at $24K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.