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Hemington Wealth Management’s Customers Bancorp CUBI Stock Holding History

Hemington Wealth Management’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
Q3 		$1K Hold
24
– – ﹤0.01% 1417
2025
Q2 		$1K Sell
24
-5
-17% -$253 ﹤0.01% 1394
2025
Q1 		$1K Hold
29
– – ﹤0.01% 1379
2024
Q4 		$1K Hold
29
– – ﹤0.01% 1378
2024
Q3 		$1K Buy
+29
New +$1.51K ﹤0.01% 1295

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Hemington Wealth Management's CUBI Position: Q3 2025 in Review

Hemington Wealth Management held its Customers Bancorp (CUBI) position steady in Q3 2025 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Hemington Wealth Management first reported a position in CUBI in Q3 2024 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold CUBI as of Q3 2025.

  • Hemington Wealth Management held 24 shares of Customers Bancorp worth $1K as of Q3 2025.
  • Hemington Wealth Management left its Customers Bancorp share count unchanged in Q3 2025.
  • Customers Bancorp made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1417 holding.
  • Hemington Wealth Management first reported a position in Customers Bancorp in Q3 2024 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.