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Cary Street Partners’s Customers Bancorp CUBI Stock Holding History

Cary Street Partners’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 		$277K Hold
3,500
– – 0.01% 835
2026
Q1 		$243K Hold
3,500
– – 0.01% 782
2025
Q4 		$256K Buy
+3,500
New +$240K 0.01% 773

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

Cary Street Partners's CUBI Position: Q2 2026 in Review

Cary Street Partners held its Customers Bancorp (CUBI) position steady in Q2 2026 at 3,500 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #835.

Cary Street Partners first reported a position in CUBI in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Cary Street Partners held 3,500 shares of Customers Bancorp worth $277K as of Q2 2026.
  • Cary Street Partners left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #835 holding.
  • Cary Street Partners first reported a position in Customers Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.