C
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Covestor’s Customers Bancorp CUBI Stock Holding History

Covestor’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 		$1K Buy
8
+6
+300% +$454 ﹤0.01% 2103
2026
Q1 		$0 Hold
2
– – ﹤0.01% 2338
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2329
2025
Q3 		$0 Sell
2
-10
-83% -$658 ﹤0.01% 2351
2025
Q2 		$1K Sell
12
-25
-68% -$1.27K ﹤0.01% 1959
2025
Q1 		$2K Sell
37
-46
-55% -$2.41K ﹤0.01% 1826
2024
Q4 		$4K Buy
83
+57
+219% +$2.87K ﹤0.01% 1752
2024
Q3 		$1K Sell
26
-1
-4% -$52 ﹤0.01% 1928
2024
Q2 		$1K Buy
27
+25
+1,250% +$1.18K ﹤0.01% 1961
2024
Q1 		$0 Sell
2
-1
-33% -$53 ﹤0.01% 2309
2023
Q4 		$0 Sell
3
-1
-25% -$43 ﹤0.01% 2220
2023
Q3 		$0 Sell
4
-126
-97% -$4.55K ﹤0.01% 2197
2023
Q2 		$4K Sell
130
-77
-37% -$1.73K ﹤0.01% 1719
2023
Q1 		$4K Buy
207
+60
+41% +$1.64K ﹤0.01% 1596
2022
Q4 		$4K Buy
147
+18
+14% +$561 ﹤0.01% 1606
2022
Q3 		$4K Buy
+129
New +$4.57K ﹤0.01% 1535

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

Covestor's CUBI Position: Q2 2026 in Review

Covestor increased its Customers Bancorp (CUBI) stake by 300% in Q2 2026, buying an estimated $454 and bringing the position to 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Covestor first reported a position in CUBI in Q3 2022 and has held it in 16 quarters since. The position peaked at $4K in Q4 2024. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Covestor held 8 shares of Customers Bancorp worth $1K as of Q2 2026.
  • Covestor bought 6 Customers Bancorp shares in Q2 2026, an estimated $454.
  • Customers Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2103 holding.
  • Covestor first reported a position in Customers Bancorp in Q3 2022 and has held it in 16 quarters since.
  • Covestor's Customers Bancorp position peaked at $4K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.