CMA
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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
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 $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cedar Mountain Advisors's CUBI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Customers Bancorp (CUBI) position steady in Q2 2026 at 17 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Cedar Mountain Advisors first reported a position in CUBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.63K in Q4 2025. 23 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Cedar Mountain Advisors held 17 shares of Customers Bancorp worth $1.34K as of Q2 2026.
  • Cedar Mountain Advisors left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #907 holding.
  • Cedar Mountain Advisors first reported a position in Customers Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Customers Bancorp position peaked at $2.63K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.