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Fox Run Management’s Customers Bancorp CUBI Stock Holding History

Fox Run Management’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 		– Sell
-22,481
Closed -$1.13M – 937
2025
Q1 		$1.13M Buy
22,481
+11,215
+100% +$589K 0.17% 165
2024
Q4 		$548K Buy
+11,266
New +$566K 0.1% 405
2024
Q1 		– Sell
-4,800
Closed -$277K – 809
2023
Q4 		$277K Buy
+4,800
New +$208K 0.07% 527
2023
Q1 		– Sell
-13,061
Closed -$370K – 704
2022
Q4 		$370K Buy
+13,061
New +$407K 0.15% 268
2022
Q3 		– Sell
-9,899
Closed -$336K – 645
2022
Q2 		$336K Buy
+9,899
New +$402K 0.17% 252

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fox Run Management's CUBI Position: Q2 2025 in Review

Fox Run Management sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 22,481 shares — an estimated $1.13M sold.

Fox Run Management first reported a position in CUBI in Q2 2022 and held it in 5 quarters. The position peaked at $1.13M in Q1 2025. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • Fox Run Management reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • Fox Run Management sold 22,481 Customers Bancorp shares in Q2 2025, an estimated $1.13M.
  • Fox Run Management first reported a position in Customers Bancorp in Q2 2022 and held it in 5 quarters.
  • Fox Run Management's Customers Bancorp position peaked at $1.13M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on Fox Run Management's 13F filing for Q2 2025, filed 6 Aug 2025.