CI
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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
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 +$67.3K ﹤0.01% 891

Other funds holding CUBI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CX Institutional's CUBI Position: Q2 2026 in Review

CX Institutional increased its Customers Bancorp (CUBI) stake by 4.3% in Q2 2026, buying an estimated $4.31K and bringing the position to 1,376 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

CX Institutional first reported a position in CUBI in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • CX Institutional held 1,376 shares of Customers Bancorp worth $109K as of Q2 2026.
  • CX Institutional bought 57 Customers Bancorp shares in Q2 2026, an estimated $4.31K.
  • Customers Bancorp made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #847 holding.
  • CX Institutional first reported a position in Customers Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.