Emerald Mutual Fund Advisers Trust’s Customers Bancorp CUBI Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q1	$16.8M	Buy	242,313 +29,956	+14%	+$2.18M	0.82%	52
2025 Q4	$15.5M	Buy	212,357 +67,325	+46%	+$4.62M	0.76%	57
2025 Q3	$9.48M	Buy	+145,032	New	+$9.54M	0.49%	81
2024 Q3	–	Sell	-16,849	Closed	-$808K	–	229
2024 Q2	$808K	Hold	16,849	–	–	0.04%	146
2024 Q1	$894K	Hold	16,849	–	–	0.05%	142
2023 Q4	$971K	Sell	16,849 -7,249	-30%	-$315K	0.05%	152
2023 Q3	$830K	Sell	24,098 -23,881	-50%	-$863K	0.05%	146
2023 Q2	$1.45M	Buy	+47,979	New	+$1.08M	0.08%	126
2023 Q1	–	Sell	-489,004	Closed	-$13.9M	–	229
2022 Q4	$13.9M	Sell	489,004 -19,850	-4%	-$619K	0.86%	49
2022 Q3	$15M	Sell	508,854 -58,640	-10%	-$2.08M	0.95%	42
2022 Q2	$19.2M	Buy	567,494 +24,799	+5%	+$1.01M	1.11%	27
2022 Q1	$28.3M	Buy	542,695 +22,095	+4%	+$1.35M	1.25%	24
2021 Q4	$34M	Buy	520,600 +375,419	+259%	+$20.6M	1.2%	27
2021 Q3	$6.25M	Hold	145,181	–	–	0.22%	108
2021 Q2	$5.66M	Buy	+145,181	New	+$5.23M	0.19%	128
2020 Q4	–	Sell	-1,187	Closed	-$13K	–	254
2020 Q3	$13K	Sell	1,187 -291	-20%	-$3.45K	﹤0.01%	311
2020 Q2	$18K	Sell	1,478 -11,101	-88%	-$124K	﹤0.01%	306
2020 Q1	$137K	Buy	+12,579	New	+$244K	0.01%	213
2017 Q4	–	Sell	-522,330	Closed	-$17M	–	247
2017 Q3	$17M	Sell	522,330 -121,335	-19%	-$3.5M	0.71%	48
2017 Q2	$18.2M	Hold	643,665	–	–	0.79%	45
2017 Q1	$20.3M	Buy	643,665 +135,873	+27%	+$4.62M	0.93%	28
2016 Q4	$18.2M	Buy	507,792 +41,410	+9%	+$1.22M	0.87%	40
2016 Q3	$11.7M	Buy	466,382 +6,760	+1%	+$175K	0.6%	66
2016 Q2	$11.6M	Sell	459,622 -84,609	-16%	-$2.15M	0.65%	55
2016 Q1	$12.9M	Buy	544,231 +49,735	+10%	+$1.19M	0.72%	52
2015 Q4	$13.5M	Buy	494,496 +77,827	+19%	+$2.17M	0.71%	54
2015 Q3	$10.7M	Buy	416,669 +65,674	+19%	+$1.67M	0.7%	54
2015 Q2	$9.44M	Sell	350,995 -33,421	-9%	-$854K	0.73%	58
2015 Q1	$9.83M	Sell	384,416 -10,341	-3%	-$223K	0.81%	49
2014 Q4	$7.68M	Hold	394,757	–	–	0.67%	59
2014 Q3	$7.09M	Sell	394,757 -1	-0%	-$19	0.68%	57
2014 Q2	$7.9M	Buy	394,758 +10,230	+3%	+$202K	0.73%	51
2014 Q1	$7.3M	Sell	384,528 -273,769	-42%	-$4.99M	0.7%	59
2013 Q4	$12.2M	Buy	658,297 +405,263	+160%	+$6.46M	0.73%	49
2013 Q3	$3.7M	Buy	253,034 +198,721	+366%	+$3.02M	0.51%	73
2013 Q2	$802K	Buy	+54,313	New	+$843K	0.14%	131

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CUBI Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust increased its Customers Bancorp (CUBI) stake by 14% in Q1 2026, buying an estimated $2.18M and bringing the position to 242,313 shares worth $16.8M. The position accounts for 0.82% of the portfolio, ranked #52.

Emerald Mutual Fund Advisers Trust first reported a position in CUBI in Q2 2013 and has held it in 36 quarters since. The position peaked at $34M in Q4 2021. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

Emerald Mutual Fund Advisers Trust held 242,313 shares of Customers Bancorp worth $16.8M as of Q1 2026.
Emerald Mutual Fund Advisers Trust bought 29,956 Customers Bancorp shares in Q1 2026, an estimated $2.18M.
Customers Bancorp made up 0.82% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #52 holding.
Emerald Mutual Fund Advisers Trust first reported a position in Customers Bancorp in Q2 2013 and has held it in 36 quarters since.
Emerald Mutual Fund Advisers Trust's Customers Bancorp position peaked at $34M in Q4 2021.
280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.