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Hughes Financial Services’s Customers Bancorp CUBI Stock Holding History

Hughes 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
2026
Q2 		$15.8K Buy
200
+1
+0.5% +$76 ﹤0.01% 303
2026
Q1 		$13.8K Buy
199
+1
+0.5% +$73 ﹤0.01% 291
2025
Q4 		$14.5K Hold
198
– – ﹤0.01% 264
2025
Q3 		$13.6K Hold
198
– – ﹤0.01% 266
2025
Q2 		$12.3K Hold
198
– – ﹤0.01% 281
2025
Q1 		$10.1K Buy
+198
New +$10.4K ﹤0.01% 319

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

Hughes Financial Services's CUBI Position: Q2 2026 in Review

Hughes Financial Services increased its Customers Bancorp (CUBI) stake by 0.5% in Q2 2026, buying an estimated $76 and bringing the position to 200 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Hughes Financial Services first reported a position in CUBI in Q1 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Hughes Financial Services held 200 shares of Customers Bancorp worth $15.8K as of Q2 2026.
  • Hughes Financial Services bought 1 Customers Bancorp share in Q2 2026, an estimated $76.
  • Customers Bancorp made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #303 holding.
  • Hughes Financial Services first reported a position in Customers Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.