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Continuum Advisory’s Customers Bancorp CUBI Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-10
Closed -$487 – 1737
2024
Q4 		$487 Hold
10
– – ﹤0.01% 1738
2024
Q3 		$551 Sell
10
-11
-52% -$573 ﹤0.01% 1766
2024
Q2 		$1.01K Hold
21
– – ﹤0.01% 1466
2024
Q1 		$1.02K Buy
+21
New +$1.11K ﹤0.01% 1463

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory's CUBI Position: Q1 2025 in Review

Continuum Advisory sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 10 shares — an estimated $487 sold.

Continuum Advisory first reported a position in CUBI in Q1 2024 and held it in 4 quarters. The position peaked at $1.02K in Q1 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • Continuum Advisory reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 10 Customers Bancorp shares in Q1 2025, an estimated $487.
  • Continuum Advisory first reported a position in Customers Bancorp in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Customers Bancorp position peaked at $1.02K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.