Creative Planning
CUBI icon

Creative Planning’s Customers Bancorp CUBI Stock Holding History

Creative Planning’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 		$566K Sell
7,158
-1,200
-14% -$90.8K ﹤0.01% 3100
2026
Q1 		$580K Sell
8,358
-4,341
-34% -$316K ﹤0.01% 2906
2025
Q4 		$929K Buy
12,699
+3,415
+37% +$234K ﹤0.01% 2336
2025
Q3 		$607K Buy
9,284
+5,024
+118% +$330K ﹤0.01% 2554
2025
Q2 		$250K Buy
+4,260
New +$216K ﹤0.01% 3055
2025
Q1 		– Sell
-94
Closed -$4.58K – 3518
2024
Q4 		$4.58K Buy
+94
New +$4.73K ﹤0.01% 3415
2018
Q3 		– Sell
-14,904
Closed -$423K – 2092
2018
Q2 		$423K Buy
14,904
+2,000
+15% +$59.7K ﹤0.01% 1159
2018
Q1 		$376K Buy
+12,904
New +$387K ﹤0.01% 1224
2017
Q4 		– Sell
-6,189
Closed -$202K – 1923
2017
Q3 		$202K Buy
6,189
+35
+0.6% +$1.01K ﹤0.01% 1599
2017
Q2 		$174K Sell
6,154
-389
-6% -$11.5K ﹤0.01% 1606
2017
Q1 		$206K Buy
6,543
+489
+8% +$16.6K ﹤0.01% 1472
2016
Q4 		$217K Hold
6,054
– – ﹤0.01% 1375
2016
Q3 		$152K Buy
6,054
+1,612
+36% +$41.7K ﹤0.01% 1575
2016
Q2 		$112K Hold
4,442
– – ﹤0.01% 1599
2016
Q1 		$105K Buy
+4,442
New +$106K ﹤0.01% 1594
2015
Q2 		– Sell
-357
Closed -$9K – 1493
2015
Q1 		$9K Buy
+357
New +$7.7K ﹤0.01% 3240

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

Creative Planning's CUBI Position: Q2 2026 in Review

Creative Planning reduced its Customers Bancorp (CUBI) stake by 14% in Q2 2026, selling an estimated $90.8K and leaving 7,158 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Creative Planning first reported a position in CUBI in Q1 2015 and has held it in 16 quarters since. The position peaked at $929K in Q4 2025. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Creative Planning held 7,158 shares of Customers Bancorp worth $566K as of Q2 2026.
  • Creative Planning sold 1,200 Customers Bancorp shares in Q2 2026, an estimated $90.8K.
  • Customers Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3100 holding.
  • Creative Planning first reported a position in Customers Bancorp in Q1 2015 and has held it in 16 quarters since.
  • Creative Planning's Customers Bancorp position peaked at $929K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.