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Forum Finance Group’s Customers Bancorp CUBI Stock Holding History

Forum Finance Group’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 		$3.97M Buy
62,100
+60,000
+2,857% +$4.54M 1.43% 16
2026
Q1 		$120K Buy
+2,100
New +$153K 0.07% 160

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

Forum Finance Group's CUBI Position: Q2 2026 in Review

Forum Finance Group increased its Customers Bancorp (CUBI) stake by 2,857% in Q2 2026, buying an estimated $4.54M and bringing the position to 62,100 shares worth $3.97M. The position accounts for 1.43% of the portfolio, ranked #16.

Forum Finance Group first reported a position in CUBI in Q1 2026 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Forum Finance Group held 62,100 shares of Customers Bancorp worth $3.97M as of Q2 2026.
  • Forum Finance Group bought 60,000 Customers Bancorp shares in Q2 2026, an estimated $4.54M.
  • Customers Bancorp made up 1.43% of Forum Finance Group's portfolio in Q2 2026, its #16 holding.
  • Forum Finance Group first reported a position in Customers Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.