GWM
CUBI icon

Gilpin Wealth Management’s Customers Bancorp CUBI Stock Holding History

Gilpin Wealth 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
2026
Q2 		$159 Hold
2
– – ﹤0.01% 965
2026
Q1 		$139 Hold
2
– – ﹤0.01% 920
2025
Q4 		$147 Buy
+2
New +$137 ﹤0.01% 737

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

Gilpin Wealth Management's CUBI Position: Q2 2026 in Review

Gilpin Wealth Management held its Customers Bancorp (CUBI) position steady in Q2 2026 at 2 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Gilpin Wealth Management first reported a position in CUBI in Q4 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Gilpin Wealth Management held 2 shares of Customers Bancorp worth $159 as of Q2 2026.
  • Gilpin Wealth Management left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #965 holding.
  • Gilpin Wealth Management first reported a position in Customers Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.