InceptionR’s Customers Bancorp CUBI Stock Holding History

InceptionR’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	-9,351	Closed	-$649K	–	700
2026 Q1	$649K	Buy	+9,351	New	+$680K	0.16%	229

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

InceptionR's CUBI Position: Q2 2026 in Review

InceptionR sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 9,351 shares — an estimated $649K sold.

InceptionR first reported a position in CUBI in Q1 2026 and held it in 1 quarter. The position peaked at $649K in Q1 2026. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

InceptionR reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
InceptionR sold 9,351 Customers Bancorp shares in Q2 2026, an estimated $649K.
InceptionR first reported a position in Customers Bancorp in Q1 2026 and held it in 1 quarter.
InceptionR's Customers Bancorp position peaked at $649K in Q1 2026.
299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.