Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Customers Bancorp CUBI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q2 		– Sell
-11,115
Closed -$558K – 1540
2025
Q1 		$558K Buy
+11,115
New +$583K ﹤0.01% 1116
2024
Q4 		– Sell
-19,965
Closed -$927K – 1440
2024
Q3 		$927K Buy
19,965
+12,739
+176% +$663K ﹤0.01% 907
2024
Q2 		$347K Buy
+7,226
New +$341K ﹤0.01% 1148
2023
Q1 		– Sell
-9,716
Closed -$275K – 1283
2022
Q4 		$275K Buy
+9,716
New +$303K ﹤0.01% 990
2022
Q3 		– Sell
-9,787
Closed -$332K – 1133
2022
Q2 		$332K Sell
9,787
-1,710
-15% -$69.5K ﹤0.01% 847
2022
Q1 		$599K Sell
11,497
-22,518
-66% -$1.37M ﹤0.01% 751
2021
Q4 		$2.22M Buy
34,015
+11,852
+53% +$651K 0.01% 501
2021
Q3 		$953K Sell
22,163
-18,487
-45% -$720K 0.01% 655
2021
Q2 		$1.58M Buy
40,650
+616
+2% +$22.2K 0.01% 590
2021
Q1 		$1.27M Buy
40,034
+22,644
+130% +$596K 0.01% 653
2020
Q4 		$316K Buy
+17,390
New +$276K ﹤0.01% 783
2017
Q2 		– Sell
-39,300
Closed -$1.24M – 836
2017
Q1 		$1.24M Sell
39,300
-33,925
-46% -$1.15M 0.01% 465
2016
Q4 		$2.62M Buy
+73,225
New +$2.16M 0.02% 344

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CUBI Position: Q2 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 11,115 shares — an estimated $558K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CUBI in Q4 2016 and held it in 13 quarters. The position peaked at $2.62M in Q4 2016. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 11,115 Customers Bancorp shares in Q2 2025, an estimated $558K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Customers Bancorp in Q4 2016 and held it in 13 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Customers Bancorp position peaked at $2.62M in Q4 2016.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2025, filed 7 Aug 2025.