Franklin Resources
CUBI icon

Franklin Resources’s Customers Bancorp CUBI Stock Holding History

Franklin Resources’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 		$11.6M Buy
146,884
+9,010
+7% +$682K ﹤0.01% 1202
2026
Q1 		$9.57M Buy
137,874
+70,651
+105% +$5.14M ﹤0.01% 1261
2025
Q4 		$4.92M Buy
67,223
+2,403
+4% +$165K ﹤0.01% 1408
2025
Q3 		$4.24M Buy
64,820
+2,058
+3% +$135K ﹤0.01% 1480
2025
Q2 		$3.69M Buy
62,762
+80
+0.1% +$4.05K ﹤0.01% 1477
2025
Q1 		$3.15M Buy
62,682
+646
+1% +$33.9K ﹤0.01% 1530
2024
Q4 		$3.02M Sell
62,036
-479
-0.8% -$24.1K ﹤0.01% 1569
2024
Q3 		$3.01M Buy
62,515
+2,060
+3% +$107K ﹤0.01% 1578
2024
Q2 		$2.9M Buy
60,455
+1,555
+3% +$73.4K ﹤0.01% 1561
2024
Q1 		$3.13M Buy
58,900
+36,488
+163% +$1.92M ﹤0.01% 1544
2023
Q4 		$1.29M Sell
22,412
-28
-0.1% -$1.22K ﹤0.01% 1561
2023
Q3 		$773K Sell
22,440
-1,723
-7% -$62.3K ﹤0.01% 1713
2023
Q2 		$731K Buy
+24,163
New +$541K ﹤0.01% 1776

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

Franklin Resources's CUBI Position: Q2 2026 in Review

Franklin Resources increased its Customers Bancorp (CUBI) stake by 6.5% in Q2 2026, buying an estimated $682K and bringing the position to 146,884 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Franklin Resources first reported a position in CUBI in Q2 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Franklin Resources held 146,884 shares of Customers Bancorp worth $11.6M as of Q2 2026.
  • Franklin Resources bought 9,010 Customers Bancorp shares in Q2 2026, an estimated $682K.
  • Customers Bancorp made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1202 holding.
  • Franklin Resources first reported a position in Customers Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.