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Bogart Wealth LLC’s Customers Bancorp CUBI Stock Holding History

Bogart Wealth LLC’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
Q2 		$1.82K Buy
+23
New +$1.74K ﹤0.01% 1486

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bogart Wealth LLC's CUBI Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Customers Bancorp (CUBI) in Q2 2026: 23 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings.

296 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Bogart Wealth LLC held 23 shares of Customers Bancorp worth $1.82K as of Q2 2026.
  • Customers Bancorp was a new Bogart Wealth LLC position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1486 holding.
  • 296 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.