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 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 $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $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

Hillsdale Investment Management's CUBI Position: Q1 2026 in Review

Hillsdale Investment Management increased its Customers Bancorp (CUBI) stake by 3,667% in Q1 2026, buying an estimated $320K and bringing the position to 4,520 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #497.

Hillsdale Investment Management first reported a position in CUBI in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.61M in Q4 2021. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

Hillsdale Investment Management held 4,520 shares of Customers Bancorp worth $314K as of Q1 2026.
Hillsdale Investment Management bought 4,400 Customers Bancorp shares in Q1 2026, an estimated $320K.
Customers Bancorp made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #497 holding.
Hillsdale Investment Management first reported a position in Customers Bancorp in Q1 2021 and has held it in 10 quarters since.
Hillsdale Investment Management's Customers Bancorp position peaked at $5.61M in Q4 2021.
280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.