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Concurrent Investment Advisors’s Customers Bancorp CUBI Stock Holding History

Concurrent Investment 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 		$770K Sell
9,729
-432
-4% -$32.7K 0.01% 1155
2026
Q1 		$705K Sell
10,161
-4,136
-29% -$301K 0.01% 1044
2025
Q4 		$1.05M Buy
14,297
+8,012
+127% +$550K 0.01% 811
2025
Q3 		$411K Buy
6,285
+723
+13% +$47.6K 0.01% 1005
2025
Q2 		$327K Buy
5,562
+243
+5% +$12.3K 0.01% 1026
2025
Q1 		$267K Buy
+5,319
New +$279K 0.01% 983

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

Concurrent Investment Advisors's CUBI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Customers Bancorp (CUBI) stake by 4.3% in Q2 2026, selling an estimated $32.7K and leaving 9,729 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #1155.

Concurrent Investment Advisors first reported a position in CUBI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Concurrent Investment Advisors held 9,729 shares of Customers Bancorp worth $770K as of Q2 2026.
  • Concurrent Investment Advisors sold 432 Customers Bancorp shares in Q2 2026, an estimated $32.7K.
  • Customers Bancorp made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1155 holding.
  • Concurrent Investment Advisors first reported a position in Customers Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Customers Bancorp position peaked at $1.05M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.