Lido Advisors
CUBI icon

Lido Advisors’s Customers Bancorp CUBI Stock Holding History

Lido Advisors’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 		$594K Buy
7,510
+441
+6% +$33.4K ﹤0.01% 1374
2026
Q1 		$491K Buy
7,069
+934
+15% +$67.9K ﹤0.01% 1310
2025
Q4 		$412K Buy
6,135
+178
+3% +$12.2K ﹤0.01% 1382
2025
Q3 		$389K Buy
5,957
+300
+5% +$19.7K ﹤0.01% 1347
2025
Q2 		$332K Buy
+5,657
New +$287K ﹤0.01% 1287

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

Lido Advisors's CUBI Position: Q2 2026 in Review

Lido Advisors increased its Customers Bancorp (CUBI) stake by 6.2% in Q2 2026, buying an estimated $33.4K and bringing the position to 7,510 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Lido Advisors first reported a position in CUBI in Q2 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Lido Advisors held 7,510 shares of Customers Bancorp worth $594K as of Q2 2026.
  • Lido Advisors bought 441 Customers Bancorp shares in Q2 2026, an estimated $33.4K.
  • Customers Bancorp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1374 holding.
  • Lido Advisors first reported a position in Customers Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.