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Hancock Whitney’s Customers Bancorp CUBI Stock Holding History

Hancock Whitney’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
2024
Q4 		– Sell
-5,196
Closed -$241K – 641
2024
Q3 		$241K Buy
5,196
+95
+2% +$4.95K 0.01% 576
2024
Q2 		$245K Sell
5,101
-824
-14% -$38.9K 0.01% 555
2024
Q1 		$314K Buy
+5,925
New +$312K 0.01% 528

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 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

Hancock Whitney's CUBI Position: Q4 2024 in Review

Hancock Whitney sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 5,196 shares — an estimated $241K sold.

Hancock Whitney first reported a position in CUBI in Q1 2024 and held it in 3 quarters. The position peaked at $314K in Q1 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Hancock Whitney reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Hancock Whitney sold 5,196 Customers Bancorp shares in Q4 2024, an estimated $241K.
  • Hancock Whitney first reported a position in Customers Bancorp in Q1 2024 and held it in 3 quarters.
  • Hancock Whitney's Customers Bancorp position peaked at $314K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Hancock Whitney's 13F filing for Q4 2024, filed 14 Feb 2025.