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Hopwood Financial Services’s Customers Bancorp CUBI Stock Holding History

Hopwood Financial Services’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
Q4 		– Sell
-100
Closed -$6.54K – 127
2025
Q3 		$6.54K Hold
100
– – ﹤0.01% 269
2025
Q2 		$5.87K Hold
100
– – ﹤0.01% 251
2025
Q1 		$5.02K Hold
100
– – ﹤0.01% 265
2024
Q4 		$4.87K Buy
+100
New +$5.03K ﹤0.01% 271

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hopwood Financial Services's CUBI Position: Q4 2025 in Review

Hopwood Financial Services sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 100 shares — an estimated $6.54K sold.

Hopwood Financial Services first reported a position in CUBI in Q4 2024 and held it in 4 quarters. The position peaked at $6.54K in Q3 2025. 284 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • Hopwood Financial Services reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 100 Customers Bancorp shares in Q4 2025, an estimated $6.54K.
  • Hopwood Financial Services first reported a position in Customers Bancorp in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Customers Bancorp position peaked at $6.54K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.