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HRT Financial’s Customers Bancorp CUBI Stock Holding History

HRT Financial’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 		$2.3M Buy
+33,101
New +$2.41M 0.01% 1528
2025
Q4 		– Sell
-60,077
Closed -$3.93M – 3305
2025
Q3 		$3.93M Buy
60,077
+41,574
+225% +$2.73M 0.01% 792
2025
Q2 		$1.09M Sell
18,503
-17,717
-49% -$898K ﹤0.01% 1228
2025
Q1 		$1.82M Sell
36,220
-17,027
-32% -$894K 0.01% 846
2024
Q4 		$2.59M Buy
53,247
+39,869
+298% +$2M 0.01% 645
2024
Q3 		$621K Sell
13,378
-1,499
-10% -$78K ﹤0.01% 1486
2024
Q2 		$713K Sell
14,877
-18,180
-55% -$858K ﹤0.01% 1148
2024
Q1 		$1.75M Buy
33,057
+13,056
+65% +$687K 0.01% 629
2023
Q4 		$1.15M Sell
20,001
-21,943
-52% -$952K 0.01% 919
2023
Q3 		$1.44M Buy
41,944
+15,651
+60% +$566K 0.01% 784
2023
Q2 		$795K Buy
26,293
+8,375
+47% +$188K 0.01% 1089
2023
Q1 		$331K Buy
17,918
+1,319
+8% +$36K ﹤0.01% 1653
2022
Q4 		$470K Sell
16,599
-1,268
-7% -$39.5K 0.01% 1470
2022
Q3 		$526K Buy
+17,867
New +$632K 0.01% 1406
2022
Q1 		– Sell
-19,140
Closed -$1.25M – 3232
2021
Q4 		$1.25M Buy
19,140
+7,285
+61% +$400K 0.01% 946
2021
Q3 		$510K Buy
+11,855
New +$461K ﹤0.01% 1952
2020
Q4 		– Sell
-11,968
Closed -$134K – 1954
2020
Q3 		$134K Buy
+11,968
New +$142K ﹤0.01% 1468

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HRT Financial's CUBI Position: Q1 2026 in Review

HRT Financial opened a new position in Customers Bancorp (CUBI) in Q1 2026: 33,101 shares worth $2.3M. The stake represents 0.01% of the portfolio and ranks #1528 among its holdings. This is a return to the name: HRT Financial previously reported a position in CUBI as recently as Q3 2025.

HRT Financial first reported a position in CUBI in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.93M in Q3 2025. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • HRT Financial held 33,101 shares of Customers Bancorp worth $2.3M as of Q1 2026.
  • Customers Bancorp was a new HRT Financial position in Q1 2026.
  • Customers Bancorp made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1528 holding.
  • HRT Financial first reported a position in Customers Bancorp in Q3 2020 and has held it in 17 quarters since.
  • HRT Financial's Customers Bancorp position peaked at $3.93M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.