FC
CUBI icon

Financial Consulate’s Customers Bancorp CUBI Stock Holding History

Financial Consulate’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
2025
Q4 		– Sell
-10
Closed -$654 – 1370
2025
Q3 		$654 Buy
+10
New +$658 ﹤0.01% 933

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Consulate's CUBI Position: Q4 2025 in Review

Financial Consulate sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 10 shares — an estimated $654 sold.

Financial Consulate first reported a position in CUBI in Q3 2025 and held it in 1 quarter. The position peaked at $654 in Q3 2025. 283 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • Financial Consulate reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • Financial Consulate sold 10 Customers Bancorp shares in Q4 2025, an estimated $654.
  • Financial Consulate first reported a position in Customers Bancorp in Q3 2025 and held it in 1 quarter.
  • Financial Consulate's Customers Bancorp position peaked at $654 in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.