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Brooklyn Investment Group’s Customers Bancorp CUBI Stock Holding History

Brooklyn Investment Group’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
2025
Q3 		– Sell
-88
Closed -$5.17K – 1147
2025
Q2 		$5.17K Sell
88
-6
-6% -$304 ﹤0.01% 2453
2025
Q1 		$4.72K Buy
94
+19
+25% +$997 ﹤0.01% 1832
2024
Q4 		$3.65K Buy
+75
New +$3.77K ﹤0.01% 1305

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Brooklyn Investment Group's CUBI Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Customers Bancorp (CUBI) in Q3 2025, closing a stake of 88 shares — an estimated $5.17K sold.

Brooklyn Investment Group first reported a position in CUBI in Q4 2024 and held it in 3 quarters. The position peaked at $5.17K in Q2 2025. 265 funds tracked by Wall St. Rank hold CUBI as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Customers Bancorp position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 88 Customers Bancorp shares in Q3 2025, an estimated $5.17K.
  • Brooklyn Investment Group first reported a position in Customers Bancorp in Q4 2024 and held it in 3 quarters.
  • Brooklyn Investment Group's Customers Bancorp position peaked at $5.17K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.