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Haverford Trust Company’s Customers Bancorp CUBI Stock Holding History

Haverford Trust Company’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
-4,970
Closed -$249K – 405
2025
Q1 		$249K Buy
+4,970
New +$261K ﹤0.01% 363

Other funds holding CUBI

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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

Haverford Trust Company's CUBI Position: Q2 2025 in Review

Haverford Trust Company sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 4,970 shares — an estimated $249K sold.

Haverford Trust Company first reported a position in CUBI in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • Haverford Trust Company reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • Haverford Trust Company sold 4,970 Customers Bancorp shares in Q2 2025, an estimated $249K.
  • Haverford Trust Company first reported a position in Customers Bancorp in Q1 2025 and held it in 1 quarter.
  • Haverford Trust Company's Customers Bancorp position peaked at $249K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on Haverford Trust Company's 13F filing for Q2 2025, filed 13 Aug 2025.