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
Q2 		– Sell
-8,203
Closed -$569K – 979
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 $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

Jacobs Levy Equity Management's CUBI Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 8,203 shares — an estimated $569K sold.

Jacobs Levy Equity Management first reported a position in CUBI in Q4 2020 and held it in 20 quarters. The position peaked at $26.6M in Q4 2023. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 8,203 Customers Bancorp shares in Q2 2026, an estimated $569K.
  • Jacobs Levy Equity Management first reported a position in Customers Bancorp in Q4 2020 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Customers Bancorp position peaked at $26.6M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.