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Jackson Creek Investment Advisors’s Customers Bancorp CUBI Stock Holding History

Jackson Creek Investment Advisors’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 		$1.44M Sell
18,348
-7,106
-28% -$538K 0.48% 70
2026
Q1 		$1.77M Sell
25,454
-582
-2% -$42.3K 0.52% 67
2025
Q4 		$1.9M Buy
+26,036
New +$1.79M 0.56% 44
2021
Q3 		– Sell
-33,256
Closed -$1.3M – 305
2021
Q2 		$1.3M Buy
+33,256
New +$1.2M 0.48% 33

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

Jackson Creek Investment Advisors's CUBI Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Customers Bancorp (CUBI) stake by 28% in Q2 2026, selling an estimated $538K and leaving 18,348 shares worth $1.44M. The position accounts for 0.48% of the portfolio, ranked #70.

Jackson Creek Investment Advisors first reported a position in CUBI in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.9M in Q4 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Jackson Creek Investment Advisors held 18,348 shares of Customers Bancorp worth $1.44M as of Q2 2026.
  • Jackson Creek Investment Advisors sold 7,106 Customers Bancorp shares in Q2 2026, an estimated $538K.
  • Customers Bancorp made up 0.48% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Jackson Creek Investment Advisors first reported a position in Customers Bancorp in Q2 2021 and has held it in 4 quarters since.
  • Jackson Creek Investment Advisors's Customers Bancorp position peaked at $1.9M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.