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Heartland Advisors’s Customers Bancorp CUBI Stock Holding History

Heartland 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 		$11.9M Sell
150,000
-20,775
-12% -$1.57M 0.53% 66
2026
Q1 		$11.9M Sell
170,775
-12,100
-7% -$880K 0.6% 50
2025
Q4 		$13.4M Sell
182,875
-2,114
-1% -$145K 0.72% 44
2025
Q3 		$12.1M Sell
184,989
-750
-0.4% -$49.3K 0.64% 56
2025
Q2 		$10.9M Sell
185,739
-100
-0.1% -$5.07K 0.61% 58
2025
Q1 		$9.33M Buy
185,839
+28,239
+18% +$1.48M 0.54% 78
2024
Q4 		$7.67M Buy
+157,600
New +$7.92M 0.42% 98

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Heartland Advisors's CUBI Position: Q2 2026 in Review

Heartland Advisors reduced its Customers Bancorp (CUBI) stake by 12% in Q2 2026, selling an estimated $1.57M and leaving 150,000 shares worth $11.9M. The position accounts for 0.53% of the portfolio, ranked #66.

Heartland Advisors first reported a position in CUBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q4 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Heartland Advisors held 150,000 shares of Customers Bancorp worth $11.9M as of Q2 2026.
  • Heartland Advisors sold 20,775 Customers Bancorp shares in Q2 2026, an estimated $1.57M.
  • Customers Bancorp made up 0.53% of Heartland Advisors's portfolio in Q2 2026, its #66 holding.
  • Heartland Advisors first reported a position in Customers Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Heartland Advisors's Customers Bancorp position peaked at $13.4M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.