CIBC Private Wealth Group
CUBI icon

CIBC Private Wealth Group’s Customers Bancorp CUBI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$512 Buy
+7
New +$480 ﹤0.01% 3035
2025
Q1 		– Sell
-91
Closed -$4.29K – 3130
2024
Q4 		$4.29K Hold
91
– – ﹤0.01% 2527
2024
Q3 		$4.23K Hold
91
– – ﹤0.01% 2636
2024
Q2 		$4.37K Hold
91
– – ﹤0.01% 2552
2024
Q1 		$4.71K Buy
+91
New +$4.79K ﹤0.01% 2521
2018
Q3 		– Sell
-766
Closed -$22K – 1119
2018
Q2 		$22K Hold
766
– – ﹤0.01% 1375
2018
Q1 		$22K Sell
766
-166
-18% -$4.98K ﹤0.01% 1362
2017
Q4 		$24K Buy
+932
New +$26.4K ﹤0.01% 1364

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Private Wealth Group's CUBI Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Customers Bancorp (CUBI) in Q4 2025: 7 shares worth $512. The stake represents ﹤0.01% of the portfolio and ranks #3035 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in CUBI as recently as Q4 2024.

CIBC Private Wealth Group first reported a position in CUBI in Q4 2017 and has held it in 8 quarters since. The position peaked at $24K in Q4 2017. 284 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • CIBC Private Wealth Group held 7 shares of Customers Bancorp worth $512 as of Q4 2025.
  • Customers Bancorp was a new CIBC Private Wealth Group position in Q4 2025.
  • Customers Bancorp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3035 holding.
  • CIBC Private Wealth Group first reported a position in Customers Bancorp in Q4 2017 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Customers Bancorp position peaked at $24K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.