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HA
Harbor Advisors’s
Customers Bancorp
CUBI
Stock Holding History
Harbor Advisors’s Portfolio
CUBI Stock Details
CUBI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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30.48%
1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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1-Year Est. Return
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$481B AUM
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1-Year Est. Return
HRCM
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$9.98B AUM
145.42%
1-Year Est. Return
VCM
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$4.04T AUM
American Century Companies
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$194B AUM
35%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Assenagon Asset Management
Senningerberg, Luxembourg
$80.2B AUM
50.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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