Envestnet Asset Management
CUBI icon

Envestnet Asset Management’s Customers Bancorp CUBI Stock Holding History

Envestnet Asset Management’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 		$4.52M Buy
57,098
+8,671
+18% +$656K ﹤0.01% 2538
2026
Q1 		$3.36M Buy
48,427
+10,595
+28% +$770K ﹤0.01% 2630
2025
Q4 		$2.77M Buy
37,832
+10,819
+40% +$742K ﹤0.01% 2595
2025
Q3 		$1.77M Buy
27,013
+4,685
+21% +$308K ﹤0.01% 2963
2025
Q2 		$1.31M Buy
22,328
+3,253
+17% +$165K ﹤0.01% 3102
2025
Q1 		$958K Buy
19,075
+1,298
+7% +$68.1K ﹤0.01% 3241
2024
Q4 		$865K Buy
17,777
+2,994
+20% +$151K ﹤0.01% 3262
2024
Q3 		$687K Buy
14,783
+3,140
+27% +$163K ﹤0.01% 3348
2024
Q2 		$559K Buy
11,643
+1,435
+14% +$67.7K ﹤0.01% 3387
2024
Q1 		$542K Buy
10,208
+673
+7% +$35.4K ﹤0.01% 3383
2023
Q4 		$549K Buy
9,535
+536
+6% +$23.3K ﹤0.01% 3279
2023
Q3 		$310K Sell
8,999
-1,059
-11% -$38.3K ﹤0.01% 3515
2023
Q2 		$304K Buy
+10,058
New +$225K ﹤0.01% 3479
2022
Q2 		– Sell
-6,147
Closed -$321K – 3946
2022
Q1 		$321K Sell
6,147
-92
-1% -$5.6K ﹤0.01% 3412
2021
Q4 		$408K Sell
6,239
-607
-9% -$33.3K ﹤0.01% 3199
2021
Q3 		$295K Buy
6,846
+905
+15% +$35.2K ﹤0.01% 3302
2021
Q2 		$232K Buy
+5,941
New +$214K ﹤0.01% 3427
2020
Q4 		– Sell
-10,904
Closed -$122K – 3284
2020
Q3 		$122K Sell
10,904
-63
-0.6% -$748 ﹤0.01% 2999
2020
Q2 		$132K Buy
+10,967
New +$122K ﹤0.01% 2959
2017
Q3 		– Sell
-396
Closed -$11K – 2932
2017
Q2 		$11K Buy
396
+221
+126% +$6.53K ﹤0.01% 2692
2017
Q1 		$6K Sell
175
-34
-16% -$1.16K ﹤0.01% 2863
2016
Q4 		$7K Buy
+209
New +$6.17K ﹤0.01% 2819

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

Envestnet Asset Management's CUBI Position: Q2 2026 in Review

Envestnet Asset Management increased its Customers Bancorp (CUBI) stake by 18% in Q2 2026, buying an estimated $656K and bringing the position to 57,098 shares worth $4.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Envestnet Asset Management first reported a position in CUBI in Q4 2016 and has held it in 22 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Envestnet Asset Management held 57,098 shares of Customers Bancorp worth $4.52M as of Q2 2026.
  • Envestnet Asset Management bought 8,671 Customers Bancorp shares in Q2 2026, an estimated $656K.
  • Customers Bancorp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2538 holding.
  • Envestnet Asset Management first reported a position in Customers Bancorp in Q4 2016 and has held it in 22 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.