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Coppell Advisory Solutions’s Customers Bancorp CUBI Stock Holding History

Coppell Advisory Solutions’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
-776
Closed -$37.7K – 647
2024
Q4 		$37.7K Hold
776
– – 0.01% 672
2024
Q3 		$35.2K Hold
776
– – 0.01% 667
2024
Q2 		$37.2K Buy
+776
New +$36.6K 0.01% 570
2023
Q4 		$64.9K Buy
+1,126
New +$48.9K 0.01% 440
2023
Q3 		– Sell
-1,820
Closed -$56.3K – 1271
2023
Q2 		$56.3K Buy
+1,820
New +$40.8K 0.02% 329

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

Coppell Advisory Solutions's CUBI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 776 shares — an estimated $37.7K sold.

Coppell Advisory Solutions first reported a position in CUBI in Q2 2023 and held it in 5 quarters. The position peaked at $64.9K in Q4 2023. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 776 Customers Bancorp shares in Q1 2025, an estimated $37.7K.
  • Coppell Advisory Solutions first reported a position in Customers Bancorp in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Customers Bancorp position peaked at $64.9K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.