Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Customers Bancorp CUBI Stock Holding History

Jacobs Levy Equity Management’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
Q1 		$569K Hold
8,203
– – ﹤0.01% 803
2025
Q4 		$600K Sell
8,203
-272
-3% -$18.7K ﹤0.01% 771
2025
Q3 		$554K Sell
8,475
-370
-4% -$24.3K ﹤0.01% 803
2025
Q2 		$520K Buy
+8,845
New +$448K ﹤0.01% 878
2024
Q4 		– Sell
-249,588
Closed -$11.6M – 958
2024
Q3 		$11.6M Sell
249,588
-4,077
-2% -$212K 0.04% 306
2024
Q2 		$12.2M Sell
253,665
-104,409
-29% -$4.93M 0.05% 298
2024
Q1 		$19M Sell
358,074
-103,440
-22% -$5.45M 0.08% 213
2023
Q4 		$26.6M Sell
461,514
-130,906
-22% -$5.68M 0.13% 168
2023
Q3 		$20.4M Sell
592,420
-6,067
-1% -$219K 0.12% 180
2023
Q2 		$18.1M Sell
598,487
-75,342
-11% -$1.69M 0.1% 206
2023
Q1 		$12.5M Buy
673,829
+486,812
+260% +$13.3M 0.08% 252
2022
Q4 		$5.3M Sell
187,017
-3,064
-2% -$95.5K 0.04% 382
2022
Q3 		$5.6M Buy
190,081
+78,950
+71% +$2.79M 0.04% 372
2022
Q2 		$3.77M Buy
111,131
+54,741
+97% +$2.22M 0.03% 470
2022
Q1 		$2.94M Buy
56,390
+2,648
+5% +$161K 0.02% 536
2021
Q4 		$3.51M Sell
53,742
-4,855
-8% -$266K 0.02% 502
2021
Q3 		$2.52M Sell
58,597
-4,619
-7% -$180K 0.02% 567
2021
Q2 		$2.46M Sell
63,216
-50,124
-44% -$1.8M 0.02% 557
2021
Q1 		$3.61M Buy
113,340
+75,803
+202% +$1.99M 0.03% 488
2020
Q4 		$682K Buy
+37,537
New +$595K 0.01% 809

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jacobs Levy Equity Management's CUBI Position: Q1 2026 in Review

Jacobs Levy Equity Management held its Customers Bancorp (CUBI) position steady in Q1 2026 at 8,203 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Jacobs Levy Equity Management first reported a position in CUBI in Q4 2020 and has held it in 20 quarters since. The position peaked at $26.6M in Q4 2023. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Jacobs Levy Equity Management held 8,203 shares of Customers Bancorp worth $569K as of Q1 2026.
  • Jacobs Levy Equity Management left its Customers Bancorp share count unchanged in Q1 2026.
  • Customers Bancorp made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #803 holding.
  • Jacobs Levy Equity Management first reported a position in Customers Bancorp in Q4 2020 and has held it in 20 quarters since.
  • Jacobs Levy Equity Management's Customers Bancorp position peaked at $26.6M in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.