Lazard Asset Management
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Lazard Asset Management’s Customers Bancorp CUBI Stock Holding History

Lazard Asset 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
Q2 		$476K Hold
6,024
– – ﹤0.01% 1451
2026
Q1 		$418K Buy
6,024
+354
+6% +$25.7K ﹤0.01% 1430
2025
Q4 		$415K Sell
5,670
-2,202
-28% -$151K ﹤0.01% 1437
2025
Q3 		$515K Hold
7,872
– – ﹤0.01% 1344
2025
Q2 		$461K Buy
7,872
+561
+8% +$28.4K ﹤0.01% 1509
2025
Q1 		$365K Buy
7,311
+2,731
+60% +$143K ﹤0.01% 1494
2024
Q4 		$221K Sell
4,580
-5,224
-53% -$263K ﹤0.01% 1582
2024
Q3 		$453K Buy
9,804
+2,762
+39% +$144K ﹤0.01% 1384
2024
Q2 		$336K Buy
7,042
+971
+16% +$45.8K ﹤0.01% 1371
2024
Q1 		$321K Sell
6,071
-7,224
-54% -$380K ﹤0.01% 1167
2023
Q4 		$765K Sell
13,295
-9,670
-42% -$420K ﹤0.01% 1012
2023
Q3 		$791K Buy
22,965
+5,198
+29% +$188K ﹤0.01% 1028
2023
Q2 		$537K Buy
17,767
+17,756
+161,418% +$398K ﹤0.01% 1101
2023
Q1 		$0 Buy
11
+5
+83% +$136 ﹤0.01% 2341
2022
Q4 		$0 Hold
6
– – ﹤0.01% 2414
2022
Q3 		$0 Buy
+6
New +$212 ﹤0.01% 2359
2022
Q2 		– Sell
-373
Closed -$19K – 2417
2022
Q1 		$19K Sell
373
-314
-46% -$19.1K ﹤0.01% 2072
2021
Q4 		$44K Buy
687
+284
+70% +$15.6K ﹤0.01% 1795
2021
Q3 		$17K Sell
403
-1,699
-81% -$66.1K ﹤0.01% 2038
2021
Q2 		$81K Hold
2,102
– – ﹤0.01% 1413
2021
Q1 		$66K Buy
2,102
+403
+24% +$10.6K ﹤0.01% 1325
2020
Q4 		$30K Buy
+1,699
New +$26.9K ﹤0.01% 1575
2017
Q1 		– Sell
-1,975
Closed -$70K – 1021
2016
Q4 		$70K Sell
1,975
-1,367
-41% -$40.4K ﹤0.01% 857
2016
Q3 		$84K Buy
3,342
+1,337
+67% +$34.6K ﹤0.01% 840
2016
Q2 		$50K Buy
+2,005
New +$51K ﹤0.01% 888
2015
Q2 		– Sell
-6,561
Closed -$159K – 1136
2015
Q1 		$159K Hold
6,561
– – ﹤0.01% 873
2014
Q4 		$127K Hold
6,561
– – ﹤0.01% 949
2014
Q3 		$117K Buy
+6,561
New +$124K ﹤0.01% 868

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
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

Lazard Asset Management's CUBI Position: Q2 2026 in Review

Lazard Asset Management held its Customers Bancorp (CUBI) position steady in Q2 2026 at 6,024 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Lazard Asset Management first reported a position in CUBI in Q3 2014 and has held it in 28 quarters since. The position peaked at $791K in Q3 2023. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Lazard Asset Management held 6,024 shares of Customers Bancorp worth $476K as of Q2 2026.
  • Lazard Asset Management left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1451 holding.
  • Lazard Asset Management first reported a position in Customers Bancorp in Q3 2014 and has held it in 28 quarters since.
  • Lazard Asset Management's Customers Bancorp position peaked at $791K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.