Hillsdale Investment Management’s Customers Bancorp CUBI Stock Holding History

Hillsdale Investment 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
2026 Q2	$270K	Sell	3,410 -1,110	-25%	-$84K	0.01%	549
2026 Q1	$314K	Buy	4,520 +4,400	+3,667%	+$320K	0.01%	497
2025 Q4	$8.77K	Buy	120 +10	+9%	+$686	﹤0.01%	579
2025 Q3	$7.19K	Buy	+110	New	+$7.24K	﹤0.01%	594
2024 Q3	–	Sell	-54,200	Closed	-$2.6M	–	619
2024 Q2	$2.6M	Sell	54,200 -26,200	-33%	-$1.24M	0.2%	175
2024 Q1	$4.27M	Buy	+80,400	New	+$4.23M	0.34%	103
2022 Q2	–	Sell	-73,481	Closed	-$3.83M	–	560
2022 Q1	$3.83M	Sell	73,481 -12,300	-14%	-$749K	0.25%	138
2021 Q4	$5.61M	Buy	85,781 +51,429	+150%	+$2.82M	0.38%	84
2021 Q3	$1.48M	Sell	34,352 -27,900	-45%	-$1.09M	0.11%	168
2021 Q2	$2.43M	Sell	62,252 -8,000	-11%	-$288K	0.19%	150
2021 Q1	$2.23M	Buy	+70,252	New	+$1.85M	0.19%	149

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's CUBI Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Customers Bancorp (CUBI) stake by 25% in Q2 2026, selling an estimated $84K and leaving 3,410 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #549.

Hillsdale Investment Management first reported a position in CUBI in Q1 2021 and has held it in 11 quarters since. The position peaked at $5.61M in Q4 2021. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Hillsdale Investment Management held 3,410 shares of Customers Bancorp worth $270K as of Q2 2026.
Hillsdale Investment Management sold 1,110 Customers Bancorp shares in Q2 2026, an estimated $84K.
Customers Bancorp made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #549 holding.
Hillsdale Investment Management first reported a position in Customers Bancorp in Q1 2021 and has held it in 11 quarters since.
Hillsdale Investment Management's Customers Bancorp position peaked at $5.61M in Q4 2021.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.