Capstone Investment Advisors
CUBI icon

Capstone Investment Advisors’s Customers Bancorp CUBI Stock Holding History

Capstone Investment 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
2026
Q2 		$398K Buy
5,029
+1,339
+36% +$101K ﹤0.01% 1335
2026
Q1 		$256K Buy
+3,690
New +$268K ﹤0.01% 1423
2024
Q2 		– Sell
-4,144
Closed -$220K – 2158
2024
Q1 		$220K Buy
+4,144
New +$218K ﹤0.01% 1975
2017
Q2 		– Sell
-18,578
Closed -$585K – 683
2017
Q1 		$585K Buy
+18,578
New +$632K 0.01% 557

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

Capstone Investment Advisors's CUBI Position: Q2 2026 in Review

Capstone Investment Advisors increased its Customers Bancorp (CUBI) stake by 36% in Q2 2026, buying an estimated $101K and bringing the position to 5,029 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Capstone Investment Advisors first reported a position in CUBI in Q1 2017 and has held it in 4 quarters since. The position peaked at $585K in Q1 2017. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Capstone Investment Advisors held 5,029 shares of Customers Bancorp worth $398K as of Q2 2026.
  • Capstone Investment Advisors bought 1,339 Customers Bancorp shares in Q2 2026, an estimated $101K.
  • Customers Bancorp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1335 holding.
  • Capstone Investment Advisors first reported a position in Customers Bancorp in Q1 2017 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Customers Bancorp position peaked at $585K in Q1 2017.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.