GSC
CUBI icon

Ground Swell Capital’s Customers Bancorp CUBI Stock Holding History

Ground Swell Capital’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
-4,151
Closed -$208K – 168
2025
Q1 		$208K Buy
+4,151
New +$218K 0.45% 99
2014
Q3 		– Sell
-84
Closed -$2K – 2448
2014
Q2 		$2K Buy
+84
New +$1.66K ﹤0.01% 1466

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

Ground Swell Capital's CUBI Position: Q2 2025 in Review

Ground Swell Capital sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 4,151 shares — an estimated $208K sold.

Ground Swell Capital first reported a position in CUBI in Q2 2014 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • Ground Swell Capital reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 4,151 Customers Bancorp shares in Q2 2025, an estimated $208K.
  • Ground Swell Capital first reported a position in Customers Bancorp in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's Customers Bancorp position peaked at $208K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.