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Clearstead Advisors’s Customers Bancorp CUBI Stock Holding History

Clearstead 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 		$554 Buy
+7
New +$530 ﹤0.01% 2892
2025
Q4 		– Sell
-41
Closed -$2.68K – 2861
2025
Q3 		$2.68K Hold
41
– – ﹤0.01% 2363
2025
Q2 		$2.41K Buy
+41
New +$2.08K ﹤0.01% 2285

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

Clearstead Advisors's CUBI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Customers Bancorp (CUBI) in Q2 2026: 7 shares worth $554. The stake represents ﹤0.01% of the portfolio and ranks #2892 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CUBI as recently as Q3 2025.

Clearstead Advisors first reported a position in CUBI in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.68K in Q3 2025. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Clearstead Advisors held 7 shares of Customers Bancorp worth $554 as of Q2 2026.
  • Customers Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2892 holding.
  • Clearstead Advisors first reported a position in Customers Bancorp in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Customers Bancorp position peaked at $2.68K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.