Harbor Advisors’s Customers Bancorp CUBI Stock Holding History

Harbor 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	$1.82M	Hold	23,000	–	–	0.23%	48
2026 Q1	$1.6M	Hold	23,000	–	–	0.23%	51
2025 Q4	$1.68M	Sell	23,000 -6,000	-21%	-$412K	0.25%	56
2025 Q3	$1.9M	Buy	29,000 +6,000	+26%	+$395K	0.29%	51
2025 Q2	$1.35M	Sell	23,000 -12,500	-35%	-$633K	0.22%	61
2025 Q1	$1.78M	Sell	35,500 -8,950	-20%	-$470K	0.31%	46
2024 Q4	$2.16M	Buy	44,450 +11,075	+33%	+$557K	0.34%	40
2024 Q3	$1.55M	Buy	33,375 +26,375	+377%	+$1.37M	0.26%	50
2024 Q2	$336K	Hold	7,000	–	–	0.06%	133
2024 Q1	$371K	Hold	7,000	–	–	0.07%	125
2023 Q4	$403K	Hold	7,000	–	–	0.08%	114
2023 Q3	$241K	Hold	7,000	–	–	0.05%	133
2023 Q2	$212K	Buy	+7,000	New	+$157K	0.05%	131

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harbor Advisors's CUBI Position: Q2 2026 in Review

Harbor Advisors held its Customers Bancorp (CUBI) position steady in Q2 2026 at 23,000 shares worth $1.82M. The position accounts for 0.23% of the portfolio, ranked #48.

Harbor Advisors first reported a position in CUBI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.16M in Q4 2024. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Harbor Advisors held 23,000 shares of Customers Bancorp worth $1.82M as of Q2 2026.
Harbor Advisors left its Customers Bancorp share count unchanged in Q2 2026.
Customers Bancorp made up 0.23% of Harbor Advisors's portfolio in Q2 2026, its #48 holding.
Harbor Advisors first reported a position in Customers Bancorp in Q2 2023 and has held it in 13 quarters since.
Harbor Advisors's Customers Bancorp position peaked at $2.16M in Q4 2024.
299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Harbor Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.