Dimensional Fund Advisors’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $135M | Buy |
1,942,989
+65,954
| +4% | +$4.79M | 0.03% | 862 |
|
|
2025
Q4 | $137M | Sell |
1,877,035
-55,778
| -3% | -$3.83M | 0.03% | 825 |
|
|
2025
Q3 | $126M | Sell |
1,932,813
-48,345
| -2% | -$3.18M | 0.03% | 881 |
|
|
2025
Q2 | $116M | Sell |
1,981,158
-48,700
| -2% | -$2.47M | 0.03% | 889 |
|
|
2025
Q1 | $102M | Sell |
2,029,858
-106,865
| -5% | -$5.61M | 0.03% | 960 |
|
|
2024
Q4 | $104M | Sell |
2,136,723
-46,005
| -2% | -$2.31M | 0.03% | 991 |
|
|
2024
Q3 | $101M | Sell |
2,182,728
-59,393
| -3% | -$3.09M | 0.02% | 1022 |
|
|
2024
Q2 | $108M | Buy |
2,242,121
+21,302
| +1% | +$1.01M | 0.03% | 903 |
|
|
2024
Q1 | $118M | Buy |
2,220,819
+66,867
| +3% | +$3.52M | 0.03% | 816 |
|
|
2023
Q4 | $124M | Buy |
2,153,952
+40,134
| +2% | +$1.74M | 0.04% | 724 |
|
|
2023
Q3 | $72.8M | Sell |
2,113,818
-4,266
| -0.2% | -$154K | 0.02% | 1051 |
|
|
2023
Q2 | $64.1M | Sell |
2,118,084
-274,220
| -11% | -$6.15M | 0.02% | 1183 |
|
|
2023
Q1 | $44.3M | Buy |
2,392,304
+2,079
| +0.1% | +$56.7K | 0.01% | 1419 |
|
|
2022
Q4 | $67.7K | Buy |
2,390,225
+51,252
| +2% | +$1.6M | 0.02% | 1059 |
|
|
2022
Q3 | $69M | Sell |
2,338,973
-56,965
| -2% | -$2.02M | 0.03% | 968 |
|
|
2022
Q2 | $81.2M | Buy |
2,395,938
+127,726
| +6% | +$5.19M | 0.03% | 892 |
|
|
2022
Q1 | $118M | Sell |
2,268,212
-55,122
| -2% | -$3.36M | 0.04% | 712 |
|
|
2021
Q4 | $152M | Sell |
2,323,334
-19,003
| -0.8% | -$1.04M | 0.05% | 537 |
|
|
2021
Q3 | $101M | Sell |
2,342,337
-5,426
| -0.2% | -$211K | 0.03% | 824 |
|
|
2021
Q2 | $91.5M | Buy |
2,347,763
+5,920
| +0.3% | +$213K | 0.03% | 927 |
|
|
2021
Q1 | $74.5M | Sell |
2,341,843
-45,836
| -2% | -$1.21M | 0.02% | 1084 |
|
|
2020
Q4 | $43.4M | Sell |
2,387,679
-51,548
| -2% | -$817K | 0.02% | 1482 |
|
|
2020
Q3 | $27.3M | Sell |
2,439,227
-38,296
| -2% | -$454K | 0.01% | 1670 |
|
|
2020
Q2 | $29.8M | Sell |
2,477,523
-117,352
| -5% | -$1.31M | 0.01% | 1611 |
|
|
2020
Q1 | $28.4M | Sell |
2,594,875
-39,134
| -1% | -$758K | 0.01% | 1508 |
|
|
2019
Q4 | $62.7M | Buy |
2,634,009
+4,494
| +0.2% | +$103K | 0.02% | 1207 |
|
|
2019
Q3 | $54.5M | Sell |
2,629,515
-7,809
| -0.3% | -$155K | 0.02% | 1310 |
|
|
2019
Q2 | $55.4M | Sell |
2,637,324
-1,444
| -0.1% | -$30.1K | 0.02% | 1324 |
|
|
2019
Q1 | $48.3M | Sell |
2,638,768
-23,187
| -0.9% | -$462K | 0.02% | 1452 |
|
|
2018
Q4 | $48.4M | Buy |
2,661,955
+1,667
| +0.1% | +$33.4K | 0.02% | 1284 |
|
|
2018
Q3 | $62.6M | Buy |
2,660,288
+30,627
| +1% | +$794K | 0.02% | 1197 |
|
|
2018
Q2 | $74.6M | Buy |
2,629,661
+126,770
| +5% | +$3.79M | 0.03% | 944 |
|
|
2018
Q1 | $73M | Buy |
2,502,891
+170,419
| +7% | +$5.12M | 0.03% | 915 |
|
|
2017
Q4 | $60.6M | Buy |
2,332,472
+195,035
| +9% | +$5.54M | 0.03% | 1128 |
|
|
2017
Q3 | $69.7M | Buy |
2,137,437
+159,979
| +8% | +$4.62M | 0.03% | 907 |
|
|
2017
Q2 | $55.9M | Buy |
1,977,458
+301,538
| +18% | +$8.91M | 0.03% | 1111 |
|
|
2017
Q1 | $52.8M | Buy |
1,675,920
+263,321
| +19% | +$8.95M | 0.03% | 1121 |
|
|
2016
Q4 | $50.6M | Buy |
1,412,599
+174,004
| +14% | +$5.14M | 0.03% | 1110 |
|
|
2016
Q3 | $31.2M | Buy |
1,238,595
+149,528
| +14% | +$3.87M | 0.02% | 1531 |
|
|
2016
Q2 | $27.4M | Buy |
1,089,067
+130,880
| +14% | +$3.33M | 0.02% | 1584 |
|
|
2016
Q1 | $22.6M | Buy |
958,187
+126,670
| +15% | +$3.03M | 0.01% | 1713 |
|
|
2015
Q4 | $22.6M | Buy |
831,517
+135,766
| +20% | +$3.79M | 0.01% | 1672 |
|
|
2015
Q3 | $17.9M | Buy |
695,751
+180,775
| +35% | +$4.6M | 0.01% | 1860 |
|
|
2015
Q2 | $13.8M | Buy |
514,976
+124,043
| +32% | +$3.17M | 0.01% | 2091 |
|
|
2015
Q1 | $9.52M | Buy |
390,933
+113,740
| +41% | +$2.45M | 0.01% | 2265 |
|
|
2014
Q4 | $5.39M | Buy |
277,193
+75,800
| +38% | +$1.4M | ﹤0.01% | 2523 |
|
|
2014
Q3 | $3.62M | Buy |
201,393
+31,043
| +18% | +$587K | ﹤0.01% | 2650 |
|
|
2014
Q2 | $3.41M | Buy |
170,350
+90,625
| +114% | +$1.79M | ﹤0.01% | 2699 |
|
|
2014
Q1 | $1.51M | Buy |
79,725
+47,673
| +149% | +$869K | ﹤0.01% | 2923 |
|
|
2013
Q4 | $596K | Buy |
32,052
+9,800
| +44% | +$156K | ﹤0.01% | 3146 |
|
|
2013
Q3 | $326K | Buy |
+22,252
| New | +$338K | ﹤0.01% | 3249 |
|
Other funds holding CUBI
HRCM
VCM
Dimensional Fund Advisors's CUBI Position: Q1 2026 in Review
Dimensional Fund Advisors increased its Customers Bancorp (CUBI) stake by 3.5% in Q1 2026, buying an estimated $4.79M and bringing the position to 1,942,989 shares worth $135M. The position accounts for 0.03% of the portfolio, ranked #862.
Dimensional Fund Advisors first reported a position in CUBI in Q3 2013 and has held it in 51 quarters since. The position peaked at $152M in Q4 2021. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.
- Dimensional Fund Advisors held 1,942,989 shares of Customers Bancorp worth $135M as of Q1 2026.
- Dimensional Fund Advisors bought 65,954 Customers Bancorp shares in Q1 2026, an estimated $4.79M.
- Customers Bancorp made up 0.03% of Dimensional Fund Advisors's portfolio in Q1 2026, its #862 holding.
- Dimensional Fund Advisors first reported a position in Customers Bancorp in Q3 2013 and has held it in 51 quarters since.
- Dimensional Fund Advisors's Customers Bancorp position peaked at $152M in Q4 2021.
- 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.