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Empowered Funds’s Customers Bancorp CUBI Stock Holding History

Empowered Funds’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 		$12.5M Buy
158,088
+4,486
+3% +$339K 0.07% 332
2026
Q1 		$10.7M Buy
153,602
+7,121
+5% +$518K 0.07% 357
2025
Q4 		$10.7M Buy
146,481
+44,433
+44% +$3.05M 0.18% 119
2025
Q3 		$6.67M Buy
102,048
+11,386
+13% +$749K 0.07% 395
2025
Q2 		$5.33M Buy
+90,662
New +$4.59M 0.06% 419
2024
Q4 		– Sell
-21,640
Closed -$1.01M – 1684
2024
Q3 		$1.01M Buy
21,640
+1,072
+5% +$55.8K 0.02% 896
2024
Q2 		$987K Buy
20,568
+1,440
+8% +$68K 0.02% 865
2024
Q1 		$1.01M Buy
19,128
+1,400
+8% +$73.7K 0.02% 874
2023
Q4 		$1.02M Buy
17,728
+1,536
+9% +$66.7K 0.03% 760
2023
Q3 		$558K Buy
+16,192
New +$585K 0.02% 878

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

Empowered Funds's CUBI Position: Q2 2026 in Review

Empowered Funds increased its Customers Bancorp (CUBI) stake by 2.9% in Q2 2026, buying an estimated $339K and bringing the position to 158,088 shares worth $12.5M. The position accounts for 0.07% of the portfolio, ranked #332.

Empowered Funds first reported a position in CUBI in Q3 2023 and has held it in 10 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Empowered Funds held 158,088 shares of Customers Bancorp worth $12.5M as of Q2 2026.
  • Empowered Funds bought 4,486 Customers Bancorp shares in Q2 2026, an estimated $339K.
  • Customers Bancorp made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #332 holding.
  • Empowered Funds first reported a position in Customers Bancorp in Q3 2023 and has held it in 10 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.