Legal & General Group
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Legal & General Group’s Customers Bancorp CUBI Stock Holding History

Legal & General 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 		$5.7M Buy
72,107
+493
+0.7% +$37.3K ﹤0.01% 1520
2026
Q1 		$4.97M Sell
71,614
-7,500
-9% -$545K ﹤0.01% 1509
2025
Q4 		$5.78M Buy
79,114
+523
+0.7% +$35.9K ﹤0.01% 1484
2025
Q3 		$5.14M Sell
78,591
-1,951
-2% -$128K ﹤0.01% 1563
2025
Q2 		$4.73M Buy
80,542
+1,158
+1% +$58.7K ﹤0.01% 1576
2025
Q1 		$3.99M Sell
79,384
-3,458
-4% -$182K ﹤0.01% 1631
2024
Q4 		$4.03M Sell
82,842
-91
-0.1% -$4.58K ﹤0.01% 1683
2024
Q3 		$3.85M Buy
82,933
+560
+0.7% +$29.1K ﹤0.01% 1693
2024
Q2 		$3.95M Buy
82,373
+1,061
+1% +$50.1K ﹤0.01% 1647
2024
Q1 		$4.31M Sell
81,312
-264
-0.3% -$13.9K ﹤0.01% 1594
2023
Q4 		$4.7M Buy
81,576
+329
+0.4% +$14.3K ﹤0.01% 1532
2023
Q3 		$2.8M Sell
81,247
-1,727
-2% -$62.4K ﹤0.01% 1744
2023
Q2 		$2.51M Buy
82,974
+7,977
+11% +$179K ﹤0.01% 1817
2023
Q1 		$1.39M Sell
74,997
-813
-1% -$22.2K ﹤0.01% 2036
2022
Q4 		$2.15M Buy
75,810
+1,507
+2% +$47K ﹤0.01% 1846
2022
Q3 		$2.19M Buy
74,303
+708
+1% +$25.1K ﹤0.01% 1814
2022
Q2 		$2.5M Buy
73,595
+486
+0.7% +$19.8K ﹤0.01% 1776
2022
Q1 		$3.81M Buy
73,109
+85
+0.1% +$5.18K ﹤0.01% 1676
2021
Q4 		$4.77M Buy
73,024
+2,427
+3% +$133K ﹤0.01% 1590
2021
Q3 		$3.04M Buy
70,597
+6,339
+10% +$247K ﹤0.01% 1802
2021
Q2 		$2.51M Sell
64,258
-18,886
-23% -$680K ﹤0.01% 1870
2021
Q1 		$2.65M Buy
83,144
+1,566
+2% +$41.2K ﹤0.01% 1860
2020
Q4 		$1.48M Buy
81,578
+207
+0.3% +$3.28K ﹤0.01% 2001
2020
Q3 		$912K Buy
81,371
+901
+1% +$10.7K ﹤0.01% 2054
2020
Q2 		$968K Buy
80,470
+6,010
+8% +$67K ﹤0.01% 1989
2020
Q1 		$814K Buy
74,460
+438
+0.6% +$8.48K ﹤0.01% 1914
2019
Q4 		$1.76M Buy
74,022
+4,062
+6% +$93.3K ﹤0.01% 1858
2019
Q3 		$1.45M Buy
69,960
+2,606
+4% +$51.7K ﹤0.01% 1852
2019
Q2 		$1.42M Sell
67,354
-309
-0.5% -$6.44K ﹤0.01% 1844
2019
Q1 		$1.24M Buy
67,663
+5,579
+9% +$111K ﹤0.01% 1890
2018
Q4 		$1.13M Sell
62,084
-138
-0.2% -$2.76K ﹤0.01% 1857
2018
Q3 		$1.46M Buy
62,222
+3,875
+7% +$100K ﹤0.01% 1830
2018
Q2 		$1.67M Buy
58,347
+3,560
+6% +$106K ﹤0.01% 1743
2018
Q1 		$1.6M Buy
54,787
+2,373
+5% +$71.3K ﹤0.01% 1721
2017
Q4 		$1.36M Sell
52,414
-511
-1% -$14.5K ﹤0.01% 1771
2017
Q3 		$1.73M Buy
52,925
+751
+1% +$21.7K ﹤0.01% 1657
2017
Q2 		$1.48M Buy
52,174
+5,321
+11% +$157K ﹤0.01% 1680
2017
Q1 		$1.48M Buy
46,853
+1,122
+2% +$38.1K ﹤0.01% 1639
2016
Q4 		$1.64M Buy
45,731
+24,764
+118% +$732K ﹤0.01% 1525
2016
Q3 		$527K Buy
20,967
+16,416
+361% +$424K ﹤0.01% 1667
2016
Q2 		$112K Hold
4,551
– – ﹤0.01% 2026
2016
Q1 		$108K Hold
4,551
– – ﹤0.01% 1998
2015
Q4 		$127K Hold
4,551
– – ﹤0.01% 1941
2015
Q3 		$115K Hold
4,551
– – ﹤0.01% 1959
2015
Q2 		$123K Hold
4,551
– – ﹤0.01% 1977
2015
Q1 		$111K Hold
4,551
– – ﹤0.01% 1971
2014
Q4 		$90K Hold
4,551
– – ﹤0.01% 2060
2014
Q3 		$82K Buy
+4,551
New +$86.1K ﹤0.01% 2030

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

Legal & General Group's CUBI Position: Q2 2026 in Review

Legal & General Group increased its Customers Bancorp (CUBI) stake by 0.69% in Q2 2026, buying an estimated $37.3K and bringing the position to 72,107 shares worth $5.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Legal & General Group first reported a position in CUBI in Q3 2014 and has held it in 48 quarters since. The position peaked at $5.78M in Q4 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Legal & General Group held 72,107 shares of Customers Bancorp worth $5.7M as of Q2 2026.
  • Legal & General Group bought 493 Customers Bancorp shares in Q2 2026, an estimated $37.3K.
  • Customers Bancorp made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1520 holding.
  • Legal & General Group first reported a position in Customers Bancorp in Q3 2014 and has held it in 48 quarters since.
  • Legal & General Group's Customers Bancorp position peaked at $5.78M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.