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Corient Private Wealth’s
Customers Bancorp
CUBI
Stock Holding History
Corient Private Wealth’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
Q1
–
Sell
-5,998
Closed
-$439K
–
2877
2025
Q4
$439K
Buy
+5,998
New
+$411K
﹤0.01%
2389
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1-Year Est. Return
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1-Year Est. Return
HRCM
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$9.98B AUM
145.42%
1-Year Est. Return
VCM
Vanguard Capital Management
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$4.04T AUM
American Century Companies
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$194B AUM
35%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Assenagon Asset Management
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$77B AUM
50.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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