JO
CUBI icon

John Overdeck’s Customers Bancorp CUBI Stock Holding History

John Overdeck’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 		$24M Buy
303,141
+70,425
+30% +$5.33M 0.02% 934
2026
Q1 		$16.2M Buy
232,716
+156,666
+206% +$11.4M 0.01% 1087
2025
Q4 		$5.56M Sell
76,050
-98,909
-57% -$6.78M 0.01% 1620
2025
Q3 		$11.4M Buy
174,959
+1,256
+0.7% +$82.6K 0.02% 884
2025
Q2 		$10.2M Buy
173,703
+49,448
+40% +$2.51M 0.02% 813
2025
Q1 		$6.24M Buy
124,255
+68,171
+122% +$3.58M 0.01% 1005
2024
Q4 		$2.73M Sell
56,084
-1,046
-2% -$52.6K 0.01% 1501
2024
Q3 		$2.65M Buy
57,130
+27,903
+95% +$1.45M 0.01% 1499
2024
Q2 		$1.4M Buy
+29,227
New +$1.38M ﹤0.01% 1793
2023
Q2 		– Sell
-29,019
Closed -$537K – 3058
2023
Q1 		$537K Sell
29,019
-73,657
-72% -$2.01M ﹤0.01% 2173
2022
Q4 		$2.91M Sell
102,676
-73,525
-42% -$2.29M 0.01% 1121
2022
Q3 		$5.19M Sell
176,201
-132,927
-43% -$4.7M 0.02% 734
2022
Q2 		$10.5M Buy
309,128
+242,130
+361% +$9.84M 0.03% 498
2022
Q1 		$3.49M Buy
+66,998
New +$4.08M 0.01% 1102
2018
Q1 		– Sell
-19,761
Closed -$514K – 3204
2017
Q4 		$514K Buy
19,761
+10,302
+109% +$292K ﹤0.01% 2426
2017
Q3 		$309K Sell
9,459
-87,284
-90% -$2.52M ﹤0.01% 2403
2017
Q2 		$2.74M Buy
96,743
+30,924
+47% +$914K 0.01% 1215
2017
Q1 		$2.08M Buy
65,819
+12,661
+24% +$430K 0.01% 1436
2016
Q4 		$1.9M Buy
+53,158
New +$1.57M 0.01% 1524
2015
Q2 		– Sell
-106,420
Closed -$2.59M – 2836
2015
Q1 		$2.59M Buy
106,420
+95,513
+876% +$2.06M 0.01% 1033
2014
Q4 		$212K Buy
+10,907
New +$202K ﹤0.01% 2031
2014
Q3 		– Sell
-66,417
Closed -$1.33M – 1791
2014
Q2 		$1.33M Buy
66,417
+31,371
+90% +$620K 0.01% 1188
2014
Q1 		$665K Sell
35,046
-61,229
-64% -$1.12M ﹤0.01% 1375
2013
Q4 		$1.79M Buy
+96,275
New +$1.53M 0.01% 1054

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

John Overdeck's CUBI Position: Q2 2026 in Review

John Overdeck increased its Customers Bancorp (CUBI) stake by 30% in Q2 2026, buying an estimated $5.33M and bringing the position to 303,141 shares worth $24M. The position accounts for 0.02% of the portfolio, ranked #934.

John Overdeck first reported a position in CUBI in Q4 2013 and has held it in 24 quarters since. 295 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • John Overdeck held 303,141 shares of Customers Bancorp worth $24M as of Q2 2026.
  • John Overdeck bought 70,425 Customers Bancorp shares in Q2 2026, an estimated $5.33M.
  • Customers Bancorp made up 0.02% of John Overdeck's portfolio in Q2 2026, its #934 holding.
  • John Overdeck first reported a position in Customers Bancorp in Q4 2013 and has held it in 24 quarters since.
  • 295 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.