Canada Life’s Customers Bancorp CUBI Stock Holding History

Canada Life’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	$1.91M	Sell	24,167 -1,638	-6%	-$124K	﹤0.01%	1193
2026 Q1	$1.79M	Sell	25,805 -1,134	-4%	-$82.4K	﹤0.01%	1186
2025 Q4	$1.97M	Sell	26,939 -5,769	-18%	-$396K	﹤0.01%	1169
2025 Q3	$2.14M	Buy	32,708 +794	+2%	+$52.2K	﹤0.01%	1198
2025 Q2	$1.88M	Sell	31,914 -520	-2%	-$26.3K	﹤0.01%	1218
2025 Q1	$1.63M	Sell	32,434 -4,665	-13%	-$245K	﹤0.01%	1275
2024 Q4	$1.8M	Sell	37,099 -6,749	-15%	-$339K	﹤0.01%	1305
2024 Q3	$2.04M	Sell	43,848 -2,662	-6%	-$139K	﹤0.01%	1287
2024 Q2	$2.23M	Buy	46,510 +3,565	+8%	+$168K	﹤0.01%	1238
2024 Q1	$2.28M	Sell	42,945 -882	-2%	-$46.4K	﹤0.01%	1181
2023 Q4	$2.51M	Sell	43,827 -2,728	-6%	-$118K	0.01%	1131
2023 Q3	$1.6M	Buy	46,555 +1,098	+2%	+$39.7K	﹤0.01%	1317
2023 Q2	$1.38M	Buy	45,457 +13,962	+44%	+$313K	﹤0.01%	1373
2023 Q1	$584K	Sell	31,495 -274	-0.9%	-$7.47K	﹤0.01%	1671
2022 Q4	$900K	Sell	31,769 -3,224	-9%	-$100K	﹤0.01%	1556
2022 Q3	$1.03M	Buy	34,993 +5,742	+20%	+$203K	﹤0.01%	1473
2022 Q2	$992K	Buy	29,251 +2,897	+11%	+$118K	﹤0.01%	1471
2022 Q1	$1.41M	Buy	26,354 +398	+2%	+$24.2K	﹤0.01%	1376
2021 Q4	$1.7M	Buy	25,956 +191	+0.7%	+$10.5K	﹤0.01%	1284
2021 Q3	$1.12M	Hold	25,765	–	–	﹤0.01%	1475
2021 Q2	$1M	Sell	25,765 -1,175	-4%	-$42.3K	﹤0.01%	1515
2021 Q1	$857K	Sell	26,940 -2,201	-8%	-$57.9K	﹤0.01%	1574
2020 Q4	$530K	Sell	29,141 -3,997	-12%	-$63.4K	﹤0.01%	1736
2020 Q3	$371K	Sell	33,138 -2,924	-8%	-$34.7K	﹤0.01%	1756
2020 Q2	$433K	Hold	36,062	–	–	﹤0.01%	1728
2020 Q1	$393K	Hold	36,062	–	–	﹤0.01%	1673
2019 Q4	$852K	Buy	+36,062	New	+$828K	﹤0.01%	1556
2019 Q3	–	Sell	-37,707	Closed	-$791K	–	1396
2019 Q2	$791K	Buy	37,707 +563	+2%	+$11.7K	﹤0.01%	1634
2019 Q1	$680K	Hold	37,144	–	–	﹤0.01%	1539
2018 Q4	$624K	Hold	37,144	–	–	﹤0.01%	1593
2018 Q3	$874K	Hold	37,144	–	–	﹤0.01%	1569
2018 Q2	$1.05M	Hold	37,144	–	–	﹤0.01%	1517
2018 Q1	$1.08M	Hold	37,144	–	–	﹤0.01%	1481
2017 Q4	$964K	Sell	37,144 -3,700	-9%	-$105K	﹤0.01%	1545
2017 Q3	$1.32M	Hold	40,844	–	–	﹤0.01%	1406
2017 Q2	$1.16M	Buy	40,844 +1,675	+4%	+$49.5K	﹤0.01%	1458
2017 Q1	$1.23M	Buy	39,169 +1,624	+4%	+$55.2K	﹤0.01%	1417
2016 Q4	$1.35M	Buy	37,545 +2,879	+8%	+$85K	﹤0.01%	1339
2016 Q3	$872K	Buy	34,666 +1,691	+5%	+$43.7K	﹤0.01%	1493
2016 Q2	$829K	Buy	32,975 +30,034	+1,021%	+$764K	﹤0.01%	1498
2016 Q1	$69K	Hold	2,941	–	–	﹤0.01%	1995
2015 Q4	$80K	Hold	2,941	–	–	﹤0.01%	1906
2015 Q3	$76K	Sell	2,941 -50,600	-95%	-$1.29M	﹤0.01%	1884
2015 Q2	$1.44M	Hold	53,541	–	–	0.01%	863
2015 Q1	$1.3M	Buy	53,541 +2,941	+6%	+$63.4K	﹤0.01%	872
2014 Q4	$986K	Hold	50,600	–	–	﹤0.01%	897
2014 Q3	$909K	Hold	50,600	–	–	﹤0.01%	897
2014 Q2	$1.01M	Buy	+50,600	New	+$1M	﹤0.01%	858

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Life's CUBI Position: Q2 2026 in Review

Canada Life reduced its Customers Bancorp (CUBI) stake by 6.3% in Q2 2026, selling an estimated $124K and leaving 24,167 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Canada Life first reported a position in CUBI in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.51M in Q4 2023. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Canada Life held 24,167 shares of Customers Bancorp worth $1.91M as of Q2 2026.
Canada Life sold 1,638 Customers Bancorp shares in Q2 2026, an estimated $124K.
Customers Bancorp made up ﹤0.01% of Canada Life's portfolio in Q2 2026, its #1193 holding.
Canada Life first reported a position in Customers Bancorp in Q2 2014 and has held it in 48 quarters since.
Canada Life's Customers Bancorp position peaked at $2.51M in Q4 2023.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Canada Life's 13F filing for Q2 2026, filed 13 Aug 2026.