Colonial Trust Advisors’s Customers Bancorp CUBI Stock Holding History

Colonial Trust 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	$11.5K	Buy	+145	New	+$11K	﹤0.01%	557

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Colonial Trust Advisors's CUBI Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Customers Bancorp (CUBI) in Q2 2026: 145 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

296 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Colonial Trust Advisors held 145 shares of Customers Bancorp worth $11.5K as of Q2 2026.
Customers Bancorp was a new Colonial Trust Advisors position in Q2 2026.
Customers Bancorp made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #557 holding.
296 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.