JWM
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JPL Wealth Management’s Customers Bancorp CUBI Stock Holding History

JPL Wealth 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 		$5.62K Sell
71
-5
-7% -$378 ﹤0.01% 741
2026
Q1 		$5.28K Buy
+76
New +$5.52K ﹤0.01% 680
2025
Q4 		– Sell
-50
Closed -$3.27K – 349
2025
Q3 		$3.27K Buy
+50
New +$3.29K ﹤0.01% 749

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

JPL Wealth Management's CUBI Position: Q2 2026 in Review

JPL Wealth Management reduced its Customers Bancorp (CUBI) stake by 6.6% in Q2 2026, selling an estimated $378 and leaving 71 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

JPL Wealth Management first reported a position in CUBI in Q3 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • JPL Wealth Management held 71 shares of Customers Bancorp worth $5.62K as of Q2 2026.
  • JPL Wealth Management sold 5 Customers Bancorp shares in Q2 2026, an estimated $378.
  • Customers Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #741 holding.
  • JPL Wealth Management first reported a position in Customers Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.