LI
CUBI icon

LRI Investments’s Customers Bancorp CUBI Stock Holding History

LRI Investments’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
2025
Q1 		– Sell
-230
Closed -$11.2K – 1220
2024
Q4 		$11.2K Hold
230
– – ﹤0.01% 768
2024
Q3 		$12.7K Hold
230
– – ﹤0.01% 733
2024
Q2 		$11K Hold
230
– – ﹤0.01% 731
2024
Q1 		$12.2K Buy
+230
New +$12.1K ﹤0.01% 465

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LRI Investments's CUBI Position: Q1 2025 in Review

LRI Investments sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 230 shares — an estimated $11.2K sold.

LRI Investments first reported a position in CUBI in Q1 2024 and held it in 4 quarters. The position peaked at $12.7K in Q3 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • LRI Investments reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • LRI Investments sold 230 Customers Bancorp shares in Q1 2025, an estimated $11.2K.
  • LRI Investments first reported a position in Customers Bancorp in Q1 2024 and held it in 4 quarters.
  • LRI Investments's Customers Bancorp position peaked at $12.7K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on LRI Investments's 13F filing for Q1 2025, filed 1 May 2025.