CWM
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CIBC World Markets’s Customers Bancorp CUBI Stock Holding History

CIBC World Markets’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
Q2 		$214K Sell
3,646
-2,925
-45% -$148K ﹤0.01% 1256
2025
Q1 		$330K Buy
+6,571
New +$345K ﹤0.01% 1213

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Markets's CUBI Position: Q2 2025 in Review

CIBC World Markets reduced its Customers Bancorp (CUBI) stake by 45% in Q2 2025, selling an estimated $148K and leaving 3,646 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

CIBC World Markets first reported a position in CUBI in Q1 2025 and has held it in 2 quarters since. The position peaked at $330K in Q1 2025. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • CIBC World Markets held 3,646 shares of Customers Bancorp worth $214K as of Q2 2025.
  • CIBC World Markets sold 2,925 Customers Bancorp shares in Q2 2025, an estimated $148K.
  • Customers Bancorp made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1256 holding.
  • CIBC World Markets first reported a position in Customers Bancorp in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's Customers Bancorp position peaked at $330K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.