Kayne Anderson Rudnick Investment Management
CUBI icon

Kayne Anderson Rudnick Investment Management’s Customers Bancorp CUBI Stock Holding History

Kayne Anderson Rudnick Investment 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 		– Sell
-10
Closed -$731 – 972
2025
Q4 		$731 Hold
10
– – ﹤0.01% 905
2025
Q3 		$654 Hold
10
– – ﹤0.01% 928
2025
Q2 		$587 Hold
10
– – ﹤0.01% 975
2025
Q1 		$502 Hold
10
– – ﹤0.01% 905
2024
Q4 		$487 Hold
10
– – ﹤0.01% 937
2024
Q3 		$465 Hold
10
– – ﹤0.01% 931
2024
Q2 		$480 Hold
10
– – ﹤0.01% 916
2024
Q1 		$531 Buy
+10
New +$527 ﹤0.01% 902

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's CUBI Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management sold out of Customers Bancorp (CUBI) in Q1 2026, closing a stake of 10 shares — an estimated $731 sold.

Kayne Anderson Rudnick Investment Management first reported a position in CUBI in Q1 2024 and held it in 8 quarters. The position peaked at $731 in Q4 2025. 282 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management reported no remaining Customers Bancorp position as of Q1 2026 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 10 Customers Bancorp shares in Q1 2026, an estimated $731.
  • Kayne Anderson Rudnick Investment Management first reported a position in Customers Bancorp in Q1 2024 and held it in 8 quarters.
  • Kayne Anderson Rudnick Investment Management's Customers Bancorp position peaked at $731 in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.