BCA
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Berman Capital Advisors’s Customers Bancorp CUBI Stock Holding History

Berman Capital 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
2021
Q3 		$0 Buy
+12
New +$467 ﹤0.01% 2089

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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Berman Capital Advisors's CUBI Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Customers Bancorp (CUBI) in Q3 2021: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2089 among its holdings.

207 funds tracked by Wall St. Rank hold CUBI as of Q3 2021.

  • Berman Capital Advisors held 12 shares of Customers Bancorp worth $0 as of Q3 2021.
  • Customers Bancorp was a new Berman Capital Advisors position in Q3 2021.
  • Customers Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2089 holding.
  • 207 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.