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Kestra Advisory Services’s Customers Bancorp CUBI Stock Holding History

Kestra Advisory Services’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
-2,867
Closed -$210K – 3384
2025
Q4 		$210K Buy
+2,867
New +$197K ﹤0.01% 2845

Other funds holding CUBI

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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
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

Kestra Advisory Services's CUBI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Customers Bancorp (CUBI) in Q1 2026, closing a stake of 2,867 shares — an estimated $210K sold.

Kestra Advisory Services first reported a position in CUBI in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 282 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Customers Bancorp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,867 Customers Bancorp shares in Q1 2026, an estimated $210K.
  • Kestra Advisory Services first reported a position in Customers Bancorp in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Customers Bancorp position peaked at $210K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.