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Global Retirement Partners’s Customers Bancorp CUBI Stock Holding History

Global Retirement Partners’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 		$1.27K Buy
+16
New +$1.21K ﹤0.01% 4149
2025
Q4 		$585 Buy
+8
New +$549 ﹤0.01% 3971
2024
Q4 		$2.38K Buy
+49
New +$2.46K ﹤0.01% 3003
2022
Q3 		– Sell
-13
Closed – – 2739
2022
Q2 		$0 Buy
13
+8
+160% +$325 ﹤0.01% 2709
2022
Q1 		$0 Buy
+5
New +$305 ﹤0.01% 2655

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

Global Retirement Partners's CUBI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Customers Bancorp (CUBI) in Q2 2026: 16 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #4149 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CUBI as recently as Q4 2025.

Global Retirement Partners first reported a position in CUBI in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.38K in Q4 2024. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Global Retirement Partners held 16 shares of Customers Bancorp worth $1.27K as of Q2 2026.
  • Customers Bancorp was a new Global Retirement Partners position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4149 holding.
  • Global Retirement Partners first reported a position in Customers Bancorp in Q1 2022 and has held it in 5 quarters since.
  • Global Retirement Partners's Customers Bancorp position peaked at $2.38K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.