CX Institutional
CUBI icon

CX Institutional’s Customers Bancorp CUBI Stock Holding History

CX Institutional’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
Q3 		$102K Buy
1,379
+3
+0.2% +$236 ﹤0.01% 868
2026
Q2 		$109K Buy
1,376
+57
+4% +$4.31K ﹤0.01% 847
2026
Q1 		$92K Buy
1,319
+130
+11% +$9.45K ﹤0.01% 866
2025
Q4 		$87K Buy
1,189
+165
+16% +$11.3K ﹤0.01% 875
2025
Q3 		$67K Buy
+1,024
New +$67.4K ﹤0.01% 891

Other funds holding CUBI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

CX Institutional's CUBI Position: Q3 2026 in Review

CX Institutional increased its Customers Bancorp (CUBI) stake by 0.22% in Q3 2026, buying an estimated $236 and bringing the position to 1,379 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

CX Institutional first reported a position in CUBI in Q3 2025 and has held it in 5 quarters since. The position peaked at $109K in Q2 2026. 31 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • CX Institutional held 1,379 shares of Customers Bancorp worth $102K as of Q3 2026.
  • CX Institutional bought 3 Customers Bancorp shares in Q3 2026, an estimated $236.
  • Customers Bancorp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #868 holding.
  • CX Institutional first reported a position in Customers Bancorp in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Customers Bancorp position peaked at $109K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.