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Horizon Investments’s Customers Bancorp CUBI Stock Holding History

Horizon Investments’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 		$1.59M Buy
20,045
+8,184
+69% +$619K 0.02% 593
2026
Q1 		$823K Buy
+11,861
New +$862K 0.01% 710

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 $3.38T AUM 44.17% 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

Horizon Investments's CUBI Position: Q2 2026 in Review

Horizon Investments increased its Customers Bancorp (CUBI) stake by 69% in Q2 2026, buying an estimated $619K and bringing the position to 20,045 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #593.

Horizon Investments first reported a position in CUBI in Q1 2026 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Horizon Investments held 20,045 shares of Customers Bancorp worth $1.59M as of Q2 2026.
  • Horizon Investments bought 8,184 Customers Bancorp shares in Q2 2026, an estimated $619K.
  • Customers Bancorp made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #593 holding.
  • Horizon Investments first reported a position in Customers Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.