HSBC Holdings
CUBI icon

HSBC Holdings’s Customers Bancorp CUBI Stock Holding History

HSBC Holdings’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 		– Sell
-7,541
Closed -$519K – 2988
2026
Q1 		$519K Buy
+7,541
New +$548K ﹤0.01% 2203
2025
Q1 		– Sell
-4,170
Closed -$202K – 3087
2024
Q4 		$202K Buy
+4,170
New +$210K ﹤0.01% 2716
2024
Q2 		– Sell
-4,006
Closed -$213K – 2990
2024
Q1 		$213K Buy
+4,006
New +$211K ﹤0.01% 2659
2023
Q3 		– Sell
-19,819
Closed -$607K – 2739
2023
Q2 		$607K Sell
19,819
-11,464
-37% -$257K ﹤0.01% 1911
2023
Q1 		$579K Sell
31,283
-27,972
-47% -$763K ﹤0.01% 1989
2022
Q4 		$1.68M Buy
59,255
+32,192
+119% +$1M ﹤0.01% 1758
2022
Q3 		$813K Buy
27,063
+15,302
+130% +$541K ﹤0.01% 1925
2022
Q2 		$404K Sell
11,761
-37,354
-76% -$1.52M ﹤0.01% 2459
2022
Q1 		$2.61M Sell
49,115
-28,786
-37% -$1.75M ﹤0.01% 1479
2021
Q4 		$5.1M Buy
77,901
+68,609
+738% +$3.77M ﹤0.01% 1252
2021
Q3 		$400K Sell
9,292
-30,421
-77% -$1.18M ﹤0.01% 2386
2021
Q2 		$1.56M Buy
39,713
+28,851
+266% +$1.04M ﹤0.01% 1540
2021
Q1 		$346K Buy
+10,862
New +$286K ﹤0.01% 2208

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 $3.37T AUM 44.26% 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

HSBC Holdings's CUBI Position: Q2 2026 in Review

HSBC Holdings sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 7,541 shares — an estimated $519K sold.

HSBC Holdings first reported a position in CUBI in Q1 2021 and held it in 13 quarters. The position peaked at $5.1M in Q4 2021. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • HSBC Holdings reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
  • HSBC Holdings sold 7,541 Customers Bancorp shares in Q2 2026, an estimated $519K.
  • HSBC Holdings first reported a position in Customers Bancorp in Q1 2021 and held it in 13 quarters.
  • HSBC Holdings's Customers Bancorp position peaked at $5.1M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.