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Independent Financial Group’s Customers Bancorp CUBI Stock Holding History

Independent Financial Group’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
2022
Q1 		– Sell
-5,074
Closed -$332K – 793
2021
Q4 		$332K Buy
+5,074
New +$279K 0.03% 554

Other funds holding CUBI

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BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Independent Financial Group's CUBI Position: Q1 2022 in Review

Independent Financial Group sold out of Customers Bancorp (CUBI) in Q1 2022, closing a stake of 5,074 shares — an estimated $332K sold.

Independent Financial Group first reported a position in CUBI in Q4 2021 and held it in 1 quarter. The position peaked at $332K in Q4 2021. 232 funds tracked by Wall St. Rank hold CUBI as of Q1 2022.

  • Independent Financial Group reported no remaining Customers Bancorp position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 5,074 Customers Bancorp shares in Q1 2022, an estimated $332K.
  • Independent Financial Group first reported a position in Customers Bancorp in Q4 2021 and held it in 1 quarter.
  • Independent Financial Group's Customers Bancorp position peaked at $332K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.