CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Customers Bancorp CUBI Stock Holding History

CAPTRUST Financial 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 		$350K Buy
+4,426
New +$335K ﹤0.01% 2457
2024
Q1 		– Sell
-4,896
Closed -$282K – 2273
2023
Q4 		$282K Buy
+4,896
New +$212K ﹤0.01% 2148
2022
Q3 		– Sell
-3,714
Closed -$126K – 2503
2022
Q2 		$126K Sell
3,714
-47
-1% -$1.91K ﹤0.01% 2033
2022
Q1 		$196K Buy
3,761
+1,054
+39% +$64.2K ﹤0.01% 1737
2021
Q4 		$177K Sell
2,707
-94
-3% -$5.16K ﹤0.01% 1726
2021
Q3 		$120K Buy
2,801
+231
+9% +$8.99K ﹤0.01% 1922
2021
Q2 		$100K Buy
2,570
+589
+30% +$21.2K ﹤0.01% 2028
2021
Q1 		$63K Buy
+1,981
New +$52.1K ﹤0.01% 2272
2020
Q4 		– Sell
-37
Closed – – 3418
2020
Q3 		$0 Buy
+37
New +$439 ﹤0.01% 3082

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

CAPTRUST Financial Advisors's CUBI Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Customers Bancorp (CUBI) in Q2 2026: 4,426 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #2457 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in CUBI as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in CUBI in Q3 2020 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,426 shares of Customers Bancorp worth $350K as of Q2 2026.
  • Customers Bancorp was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2457 holding.
  • CAPTRUST Financial Advisors first reported a position in Customers Bancorp in Q3 2020 and has held it in 9 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.