FFO
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Fortitude Family Office’s Customers Bancorp CUBI Stock Holding History

Fortitude Family Office’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 		$7.83K Hold
99
– – ﹤0.01% 884
2026
Q1 		$6.87K Sell
99
-2
-2% -$145 ﹤0.01% 801
2025
Q4 		$7.38K Hold
101
– – ﹤0.01% 677
2025
Q3 		$6.6K Hold
101
– – ﹤0.01% 716
2025
Q2 		$5.93K Buy
101
+55
+120% +$2.79K ﹤0.01% 737
2025
Q1 		$2.31K Hold
46
– – ﹤0.01% 901
2024
Q4 		$2.24K Hold
46
– – ﹤0.01% 1013
2024
Q3 		$2.14K Hold
46
– – ﹤0.01% 992
2024
Q2 		$2.21K Sell
46
-118
-72% -$5.57K ﹤0.01% 783
2024
Q1 		$8.7K Hold
164
– – 0.01% 433
2023
Q4 		$9.45K Buy
+164
New +$7.12K 0.01% 425

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

Fortitude Family Office's CUBI Position: Q2 2026 in Review

Fortitude Family Office held its Customers Bancorp (CUBI) position steady in Q2 2026 at 99 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Fortitude Family Office first reported a position in CUBI in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.45K in Q4 2023. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Fortitude Family Office held 99 shares of Customers Bancorp worth $7.83K as of Q2 2026.
  • Fortitude Family Office left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #884 holding.
  • Fortitude Family Office first reported a position in Customers Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Customers Bancorp position peaked at $9.45K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.