KG
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Kilter Group’s Customers Bancorp CUBI Stock Holding History

Kilter Group’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 		$1.27K Sell
16
-1
-6% -$76 ﹤0.01% 1207
2026
Q1 		$1.18K Buy
17
+1
+6% +$73 ﹤0.01% 1183
2025
Q4 		$1.17K Buy
16
+6
+60% +$412 ﹤0.01% 1020
2025
Q3 		$654 Buy
10
+1
+11% +$66 ﹤0.01% 996
2025
Q2 		$529 Buy
+9
New +$456 ﹤0.01% 965

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 $3.38T 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
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

Kilter Group's CUBI Position: Q2 2026 in Review

Kilter Group reduced its Customers Bancorp (CUBI) stake by 5.9% in Q2 2026, selling an estimated $76 and leaving 16 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Kilter Group first reported a position in CUBI in Q2 2025 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Kilter Group held 16 shares of Customers Bancorp worth $1.27K as of Q2 2026.
  • Kilter Group sold 1 Customers Bancorp share in Q2 2026, an estimated $76.
  • Customers Bancorp made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1207 holding.
  • Kilter Group first reported a position in Customers Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.