First Horizon Advisors’s Customers Bancorp CUBI Stock Holding History

First Horizon Advisors’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 Q2	$1.12K	Hold	19	–	–	﹤0.01%	2141
2025 Q1	$953	Buy	+19	New	+$997	﹤0.01%	2135
2024 Q4	–	Sell	-18	Closed	-$836	–	2290
2024 Q3	$836	Hold	18	–	–	﹤0.01%	2161
2024 Q2	$863	Sell	18 -209	-92%	-$9.87K	﹤0.01%	2142
2024 Q1	$12K	Hold	227	–	–	﹤0.01%	1520
2023 Q4	$13.1K	Hold	227	–	–	﹤0.01%	1496
2023 Q3	$7.82K	Sell	227 -170	-43%	-$6.14K	﹤0.01%	1603
2023 Q2	$12K	Buy	+397	New	+$8.9K	﹤0.01%	1471
2022 Q3	–	Sell	-195	Closed	-$6K	–	2296
2022 Q2	$6K	Buy	+195	New	+$7.92K	﹤0.01%	1753
2022 Q1	–	Sell	-182	Closed	-$11K	–	1823
2021 Q4	$11K	Buy	182 +120	+194%	+$6.59K	﹤0.01%	1479
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	1960
2021 Q2	$2K	Buy	+62	New	+$2.23K	﹤0.01%	1743
2020 Q3	–	Sell	-1,000	Closed	-$12K	–	1451
2020 Q2	$12K	Buy	+1,000	New	+$11.1K	﹤0.01%	953
2018 Q2	–	Sell	-247	Closed	-$7K	–	1547
2018 Q1	$7K	Hold	247	–	–	﹤0.01%	1107
2017 Q4	$7K	Hold	247	–	–	﹤0.01%	1123
2017 Q3	$8K	Hold	247	–	–	﹤0.01%	1061
2017 Q2	$7K	Buy	247 +71	+40%	+$2.1K	﹤0.01%	1074
2017 Q1	$5K	Buy	+176	New	+$5.98K	﹤0.01%	1198

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's CUBI Position: Q2 2025 in Review

First Horizon Advisors held its Customers Bancorp (CUBI) position steady in Q2 2025 at 19 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

First Horizon Advisors first reported a position in CUBI in Q1 2017 and has held it in 18 quarters since. The position peaked at $13.1K in Q4 2023. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

First Horizon Advisors held 19 shares of Customers Bancorp worth $1.12K as of Q2 2025.
First Horizon Advisors left its Customers Bancorp share count unchanged in Q2 2025.
Customers Bancorp made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #2141 holding.
First Horizon Advisors first reported a position in Customers Bancorp in Q1 2017 and has held it in 18 quarters since.
First Horizon Advisors's Customers Bancorp position peaked at $13.1K in Q4 2023.
240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.