CIM
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Cambria Investment Management’s Customers Bancorp CUBI Stock Holding History

Cambria Investment Management’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
Q4 		– Sell
-6,142
Closed -$285K – 399
2024
Q3 		$285K Buy
6,142
+413
+7% +$21.5K 0.02% 297
2024
Q2 		$275K Sell
5,729
-1,467
-20% -$69.2K 0.02% 327
2024
Q1 		$382K Sell
7,196
-451
-6% -$23.7K 0.02% 224
2023
Q4 		$441K Buy
+7,647
New +$332K 0.03% 209
2022
Q2 		– Sell
-6,072
Closed -$317K – 265
2022
Q1 		$317K Buy
6,072
+828
+16% +$50.4K 0.04% 182
2021
Q4 		$343K Hold
5,244
– – 0.06% 166
2021
Q3 		$226K Hold
5,244
– – 0.04% 211
2021
Q2 		$204K Buy
+5,244
New +$189K 0.04% 210

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambria Investment Management's CUBI Position: Q4 2024 in Review

Cambria Investment Management sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 6,142 shares — an estimated $285K sold.

Cambria Investment Management first reported a position in CUBI in Q2 2021 and held it in 8 quarters. The position peaked at $441K in Q4 2023. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Cambria Investment Management reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Cambria Investment Management sold 6,142 Customers Bancorp shares in Q4 2024, an estimated $285K.
  • Cambria Investment Management first reported a position in Customers Bancorp in Q2 2021 and held it in 8 quarters.
  • Cambria Investment Management's Customers Bancorp position peaked at $441K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Cambria Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.