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Clearstead Trust’s Customers Bancorp CUBI Stock Holding History

Clearstead Trust’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
-32
Closed -$2.09K – 1136
2025
Q3 		$2.09K Hold
32
– – ﹤0.01% 978
2025
Q2 		$1.88K Buy
+32
New +$1.62K ﹤0.01% 975

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 $3.38T AUM 44.17% 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

Clearstead Trust's CUBI Position: Q4 2025 in Review

Clearstead Trust sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 32 shares — an estimated $2.09K sold.

Clearstead Trust first reported a position in CUBI in Q2 2025 and held it in 2 quarters. The position peaked at $2.09K in Q3 2025. 284 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • Clearstead Trust reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 32 Customers Bancorp shares in Q4 2025, an estimated $2.09K.
  • Clearstead Trust first reported a position in Customers Bancorp in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Customers Bancorp position peaked at $2.09K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.