Jones Financial Companies
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Jones Financial Companies’s Customers Bancorp CUBI Stock Holding History

Jones Financial Companies’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 		$1.43M Buy
17,640
+8,797
+99% +$665K ﹤0.01% 1716
2026
Q1 		$598K Buy
8,843
+8,823
+44,115% +$641K ﹤0.01% 1951
2025
Q4 		$1.46K Buy
20
+16
+400% +$1.1K ﹤0.01% 3918
2025
Q3 		$270 Hold
4
– – ﹤0.01% 4103
2025
Q2 		$236 Sell
4
-8
-67% -$405 ﹤0.01% 3897
2025
Q1 		$602 Buy
+12
New +$630 ﹤0.01% 3492

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 $3.38T AUM 44.17% 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

Jones Financial Companies's CUBI Position: Q2 2026 in Review

Jones Financial Companies increased its Customers Bancorp (CUBI) stake by 99% in Q2 2026, buying an estimated $665K and bringing the position to 17,640 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Jones Financial Companies first reported a position in CUBI in Q1 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Jones Financial Companies held 17,640 shares of Customers Bancorp worth $1.43M as of Q2 2026.
  • Jones Financial Companies bought 8,797 Customers Bancorp shares in Q2 2026, an estimated $665K.
  • Customers Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1716 holding.
  • Jones Financial Companies first reported a position in Customers Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.