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Kestra Investment Management’s Customers Bancorp CUBI Stock Holding History

Kestra 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
2025
Q1 		– Sell
-483
Closed -$23.5K – 1003
2024
Q4 		$23.5K Buy
+483
New +$24.3K ﹤0.01% 685

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's CUBI Position: Q1 2025 in Review

Kestra Investment Management sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 483 shares — an estimated $23.5K sold.

Kestra Investment Management first reported a position in CUBI in Q4 2024 and held it in 1 quarter. The position peaked at $23.5K in Q4 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • Kestra Investment Management reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 483 Customers Bancorp shares in Q1 2025, an estimated $23.5K.
  • Kestra Investment Management first reported a position in Customers Bancorp in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Customers Bancorp position peaked at $23.5K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.