LPL Financial
CUBI icon

LPL Financial’s Customers Bancorp CUBI Stock Holding History

LPL Financial’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 		$265K Buy
3,353
+120
+4% +$9.08K ﹤0.01% 5551
2026
Q1 		$224K Buy
+3,233
New +$235K ﹤0.01% 5408
2024
Q3 		– Sell
-8,127
Closed -$390K – 5195
2024
Q2 		$390K Sell
8,127
-2,427
-23% -$115K ﹤0.01% 4070
2024
Q1 		$560K Buy
10,554
+1,027
+11% +$54.1K ﹤0.01% 3680
2023
Q4 		$549K Sell
9,527
-278
-3% -$12.1K ﹤0.01% 3586
2023
Q3 		$338K Buy
9,805
+37
+0.4% +$1.34K ﹤0.01% 3814
2023
Q2 		$296K Buy
+9,768
New +$219K ﹤0.01% 3863
2023
Q1 		– Sell
-7,258
Closed -$206K – 4508
2022
Q4 		$206K Buy
+7,258
New +$226K ﹤0.01% 3960
2022
Q3 		– Sell
-6,094
Closed -$207K – 4437
2022
Q2 		$207K Buy
+6,094
New +$248K ﹤0.01% 3918
2016
Q4 		– Sell
-12,852
Closed -$318K – 2697
2016
Q3 		$318K Sell
12,852
-50
-0.4% -$1.29K ﹤0.01% 2074
2016
Q2 		$313K Sell
12,902
-13,552
-51% -$345K ﹤0.01% 2035
2016
Q1 		$622K Sell
26,454
-334
-1% -$7.98K ﹤0.01% 2008
2015
Q4 		$695K Buy
26,788
+13,284
+98% +$370K ﹤0.01% 1966
2015
Q3 		$337K Sell
13,504
-30
-0.2% -$763 ﹤0.01% 2111
2015
Q2 		$365K Sell
13,534
-907
-6% -$23.2K ﹤0.01% 2146
2015
Q1 		$353K Sell
14,441
-1,426
-9% -$30.7K ﹤0.01% 2115
2014
Q4 		$309K Sell
15,867
-880
-5% -$16.3K ﹤0.01% 2130
2014
Q3 		$305K Buy
16,747
+1,022
+6% +$19.3K ﹤0.01% 2155
2014
Q2 		$315K Sell
15,725
-1,573
-9% -$31.1K ﹤0.01% 2167
2014
Q1 		$328K Sell
17,298
-330
-2% -$6.02K ﹤0.01% 2070
2013
Q4 		$328K Hold
17,628
– – ﹤0.01% 2050
2013
Q3 		$266K Sell
17,628
-495
-3% -$7.53K ﹤0.01% 2105
2013
Q2 		$268K Buy
+18,123
New +$281K ﹤0.01% 1987

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

LPL Financial's CUBI Position: Q2 2026 in Review

LPL Financial increased its Customers Bancorp (CUBI) stake by 3.7% in Q2 2026, buying an estimated $9.08K and bringing the position to 3,353 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #5551.

LPL Financial first reported a position in CUBI in Q2 2013 and has held it in 23 quarters since. The position peaked at $695K in Q4 2015. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • LPL Financial held 3,353 shares of Customers Bancorp worth $265K as of Q2 2026.
  • LPL Financial bought 120 Customers Bancorp shares in Q2 2026, an estimated $9.08K.
  • Customers Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5551 holding.
  • LPL Financial first reported a position in Customers Bancorp in Q2 2013 and has held it in 23 quarters since.
  • LPL Financial's Customers Bancorp position peaked at $695K in Q4 2015.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.