Cedar Mountain Advisors
CUBI icon

Cedar Mountain Advisors’s Customers Bancorp CUBI Stock Holding History

Cedar Mountain 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
Q3 		$1.26K Hold
17
– – ﹤0.01% 881
2026
Q2 		$1.34K Hold
17
– – ﹤0.01% 907
2026
Q1 		$1.18K Sell
17
-19
-53% -$1.38K ﹤0.01% 885
2025
Q4 		$2.63K Sell
36
-4
-10% -$274 ﹤0.01% 373
2025
Q3 		$2.62K Buy
+40
New +$2.63K ﹤0.01% 394

Other funds holding CUBI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cedar Mountain Advisors's CUBI Position: Q3 2026 in Review

Cedar Mountain Advisors held its Customers Bancorp (CUBI) position steady in Q3 2026 at 17 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Cedar Mountain Advisors first reported a position in CUBI in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.63K in Q4 2025. 44 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • Cedar Mountain Advisors held 17 shares of Customers Bancorp worth $1.26K as of Q3 2026.
  • Cedar Mountain Advisors left its Customers Bancorp share count unchanged in Q3 2026.
  • Customers Bancorp made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #881 holding.
  • Cedar Mountain Advisors first reported a position in Customers Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Customers Bancorp position peaked at $2.63K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.