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Great Lakes Advisors’s Customers Bancorp CUBI Stock Holding History

Great Lakes Advisors’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 		$810K Sell
10,238
-683
-6% -$51.7K 0.01% 557
2026
Q1 		$758K Sell
10,921
-655
-6% -$47.6K 0.01% 546
2025
Q4 		$846K Sell
11,576
-145
-1% -$9.95K 0.01% 541
2025
Q3 		$766K Sell
11,721
-126
-1% -$8.29K 0.01% 551
2025
Q2 		$696K Sell
11,847
-2,297
-16% -$116K 0.01% 568
2025
Q1 		$710K Sell
14,144
-102,652
-88% -$5.39M 0.01% 557
2024
Q4 		$5.69M Sell
116,796
-144,026
-55% -$7.24M 0.05% 287
2024
Q3 		$12.1M Sell
260,822
-15,091
-5% -$785K 0.1% 181
2024
Q2 		$13.2M Sell
275,913
-29,515
-10% -$1.39M 0.12% 165
2024
Q1 		$16.2M Buy
305,428
+14,843
+5% +$782K 0.14% 153
2023
Q4 		$16.7M Sell
290,585
-2,649
-0.9% -$115K 0.16% 143
2023
Q3 		$10.1M Buy
293,234
+25,565
+10% +$924K 0.09% 195
2023
Q2 		$8.1M Buy
+267,669
New +$6M 0.08% 233
2015
Q3 		– Sell
-226,319
Closed -$6.09M – 535
2015
Q2 		$6.09M Buy
226,319
+85,608
+61% +$2.19M 0.19% 95
2015
Q1 		$3.43M Buy
+140,711
New +$3.03M 0.1% 158

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

Great Lakes Advisors's CUBI Position: Q2 2026 in Review

Great Lakes Advisors reduced its Customers Bancorp (CUBI) stake by 6.3% in Q2 2026, selling an estimated $51.7K and leaving 10,238 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #557.

Great Lakes Advisors first reported a position in CUBI in Q1 2015 and has held it in 15 quarters since. The position peaked at $16.7M in Q4 2023. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Great Lakes Advisors held 10,238 shares of Customers Bancorp worth $810K as of Q2 2026.
  • Great Lakes Advisors sold 683 Customers Bancorp shares in Q2 2026, an estimated $51.7K.
  • Customers Bancorp made up 0.01% of Great Lakes Advisors's portfolio in Q2 2026, its #557 holding.
  • Great Lakes Advisors first reported a position in Customers Bancorp in Q1 2015 and has held it in 15 quarters since.
  • Great Lakes Advisors's Customers Bancorp position peaked at $16.7M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.