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
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 $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

JPL Wealth Management's CUBI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Customers Bancorp (CUBI) in Q1 2026: 76 shares worth $5.28K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CUBI as recently as Q3 2025.

JPL Wealth Management first reported a position in CUBI in Q3 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • JPL Wealth Management held 76 shares of Customers Bancorp worth $5.28K as of Q1 2026.
  • Customers Bancorp was a new JPL Wealth Management position in Q1 2026.
  • Customers Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #680 holding.
  • JPL Wealth Management first reported a position in Customers Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.