Envestnet Portfolio Solutions
CUBI icon

Envestnet Portfolio Solutions’s Customers Bancorp CUBI Stock Holding History

Envestnet Portfolio Solutions’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 		$562K Buy
7,104
+461
+7% +$34.9K ﹤0.01% 944
2026
Q1 		$461K Sell
6,643
-71
-1% -$5.16K ﹤0.01% 936
2025
Q4 		$491K Sell
6,714
-91
-1% -$6.24K ﹤0.01% 1066
2025
Q3 		$445K Sell
6,805
-311
-4% -$20.5K ﹤0.01% 1076
2025
Q2 		$418K Buy
+7,116
New +$361K ﹤0.01% 1178

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 $3.38T AUM 44.17% 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 Portfolio Solutions's CUBI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Customers Bancorp (CUBI) stake by 6.9% in Q2 2026, buying an estimated $34.9K and bringing the position to 7,104 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Envestnet Portfolio Solutions first reported a position in CUBI in Q2 2025 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,104 shares of Customers Bancorp worth $562K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 461 Customers Bancorp shares in Q2 2026, an estimated $34.9K.
  • Customers Bancorp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #944 holding.
  • Envestnet Portfolio Solutions first reported a position in Customers Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.