KPCM
CUBI icon

Kings Point Capital Management’s Customers Bancorp CUBI Stock Holding History

Kings Point Capital 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
2022
Q1 		$33K Hold
635
– – ﹤0.01% 405
2021
Q4 		$42K Sell
635
-92
-13% -$5.05K ﹤0.01% 413
2021
Q3 		$31K Buy
+727
New +$28.3K ﹤0.01% 428

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Kings Point Capital Management's CUBI Position: Q1 2022 in Review

Kings Point Capital Management held its Customers Bancorp (CUBI) position steady in Q1 2022 at 635 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Kings Point Capital Management first reported a position in CUBI in Q3 2021 and has held it in 3 quarters since. The position peaked at $42K in Q4 2021. 232 funds tracked by Wall St. Rank hold CUBI as of Q1 2022.

  • Kings Point Capital Management held 635 shares of Customers Bancorp worth $33K as of Q1 2022.
  • Kings Point Capital Management left its Customers Bancorp share count unchanged in Q1 2022.
  • Customers Bancorp made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #405 holding.
  • Kings Point Capital Management first reported a position in Customers Bancorp in Q3 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's Customers Bancorp position peaked at $42K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.