Citadel Advisors
CUBI icon

Citadel Advisors’s Customers Bancorp CUBI Stock Holding History

Citadel 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
2025
Q4 		– Sell
-7,200
Closed -$471K – 12846
2025
Q3 		$471K Sell
7,200
-6,000
-45% -$395K ﹤0.01% 9278
2025
Q2 		$775K Sell
13,200
-1,400
-10% -$70.9K ﹤0.01% 7637
2025
Q1 		$733K Buy
14,600
+9,000
+161% +$472K ﹤0.01% 7640
2024
Q4 		$273K Sell
5,600
-600
-10% -$30.2K ﹤0.01% 9848
2024
Q3 		$288K Buy
6,200
+4,200
+210% +$219K ﹤0.01% 9416
2024
Q2 		$96K Sell
2,000
-8,700
-81% -$411K ﹤0.01% 10978
2024
Q1 		$568K Buy
10,700
+4,400
+70% +$232K ﹤0.01% 8101
2023
Q4 		$363K Sell
6,300
-6,400
-50% -$278K ﹤0.01% 8762
2023
Q3 		$438K Sell
12,700
-7,800
-38% -$282K ﹤0.01% 8360
2023
Q2 		$620K Sell
20,500
-14,100
-41% -$316K ﹤0.01% 7459
2023
Q1 		$641K Buy
34,600
+29,000
+518% +$791K ﹤0.01% 7787
2022
Q4 		$159K Sell
5,600
-12,800
-70% -$399K ﹤0.01% 10525
2022
Q3 		$542K Sell
18,400
-2,000
-10% -$70.8K ﹤0.01% 8289
2022
Q2 		$692K Buy
20,400
+6,800
+50% +$276K ﹤0.01% 7893
2022
Q1 		$709K Buy
13,600
+6,600
+94% +$402K ﹤0.01% 8537
2021
Q4 		$458K Sell
7,000
-3,000
-30% -$165K ﹤0.01% 9913
2021
Q3 		$430K Sell
10,000
-2,500
-20% -$97.3K ﹤0.01% 10246
2021
Q2 		$487K Buy
+12,500
New +$450K ﹤0.01% 10114

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

Citadel Advisors's CUBI Position: Q2 2026 in Review

Citadel Advisors increased its Customers Bancorp (CUBI) stake by 54% in Q2 2026, buying an estimated $2.52M and bringing the position to 94,910 shares worth $7.51M. The position accounts for ﹤0.01% of the portfolio, ranked #4040.

Citadel Advisors first reported a position in CUBI in Q3 2015 and has held it in 41 quarters since. The position peaked at $14.9M in Q4 2024. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Citadel Advisors held 94,910 shares of Customers Bancorp worth $7.51M as of Q2 2026.
  • Citadel Advisors bought 33,375 Customers Bancorp shares in Q2 2026, an estimated $2.52M.
  • Customers Bancorp made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4040 holding.
  • Citadel Advisors first reported a position in Customers Bancorp in Q3 2015 and has held it in 41 quarters since.
  • Citadel Advisors's Customers Bancorp position peaked at $14.9M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.