LSV Asset Management
CUBI icon

LSV Asset Management’s Customers Bancorp CUBI Stock Holding History

LSV 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
Q1 		$292K Sell
4,200
-77,800
-95% -$5.66M ﹤0.01% 753
2025
Q4 		$6M Sell
82,000
-36,600
-31% -$2.51M 0.01% 454
2025
Q3 		$7.75M Sell
118,600
-60,900
-34% -$4.01M 0.02% 430
2025
Q2 		$10.5M Sell
179,500
-40,300
-18% -$2.04M 0.02% 383
2025
Q1 		$11M Sell
219,800
-8,000
-4% -$420K 0.03% 385
2024
Q4 		$11.1M Sell
227,800
-70,200
-24% -$3.53M 0.03% 397
2024
Q3 		$13.8M Sell
298,000
-25,800
-8% -$1.34M 0.03% 373
2024
Q2 		$15.5M Sell
323,800
-3,400
-1% -$160K 0.03% 369
2024
Q1 		$17.4M Sell
327,200
-26,200
-7% -$1.38M 0.04% 349
2023
Q4 		$20.4M Sell
353,400
-11,100
-3% -$482K 0.04% 336
2023
Q3 		$12.6M Buy
364,500
+26,331
+8% +$952K 0.03% 390
2023
Q2 		$10.2M Buy
338,169
+82,369
+32% +$1.85M 0.02% 425
2023
Q1 		$4.74M Buy
255,800
+10,400
+4% +$284K 0.01% 528
2022
Q4 		$6.96M Sell
245,400
-23,209
-9% -$723K 0.02% 462
2022
Q3 		$7.92M Sell
268,609
-600
-0.2% -$21.2K 0.02% 449
2022
Q2 		$9.13M Sell
269,209
-9,700
-3% -$394K 0.02% 425
2022
Q1 		$14.5M Sell
278,909
-85,100
-23% -$5.18M 0.03% 386
2021
Q4 		$23.8M Sell
364,009
-57,100
-14% -$3.13M 0.04% 338
2021
Q3 		$18.1M Sell
421,109
-12,500
-3% -$487K 0.03% 376
2021
Q2 		$16.9M Sell
433,609
-30,300
-7% -$1.09M 0.03% 402
2021
Q1 		$14.8M Sell
463,909
-18,900
-4% -$497K 0.03% 425
2020
Q4 		$8.78M Buy
482,809
+3,478
+0.7% +$55.2K 0.02% 478
2020
Q3 		$5.37M Sell
479,331
-20,780
-4% -$247K 0.01% 521
2020
Q2 		$6.01M Sell
500,111
-4,700
-0.9% -$52.4K 0.01% 511
2020
Q1 		$5.52M Buy
504,811
+14,000
+3% +$271K 0.01% 479
2019
Q4 		$11.7M Sell
490,811
-26,141
-5% -$600K 0.02% 449
2019
Q3 		$10.7M Buy
516,952
+2,300
+0.4% +$45.6K 0.02% 448
2019
Q2 		$10.8M Hold
514,652
– – 0.02% 462
2019
Q1 		$9.42M Buy
514,652
+104,052
+25% +$2.08M 0.02% 478
2018
Q4 		$7.47M Hold
410,600
– – 0.01% 512
2018
Q3 		$9.66M Buy
410,600
+7,200
+2% +$187K 0.01% 503
2018
Q2 		$11.4M Buy
403,400
+17,700
+5% +$529K 0.02% 471
2018
Q1 		$11.2M Sell
385,700
-3,800
-1% -$114K 0.02% 466
2017
Q4 		$10.1M Buy
389,500
+51,700
+15% +$1.47M 0.02% 491
2017
Q3 		$11M Buy
337,800
+69,692
+26% +$2.01M 0.02% 466
2017
Q2 		$7.58M Buy
268,108
+79,900
+42% +$2.36M 0.01% 504
2017
Q1 		$5.93M Buy
188,208
+99,319
+112% +$3.38M 0.01% 541
2016
Q4 		$3.18M Buy
88,889
+84,089
+1,752% +$2.48M 0.01% 637
2016
Q3 		$120K Hold
4,800
– – ﹤0.01% 956
2016
Q2 		$120K Hold
4,800
– – ﹤0.01% 997
2016
Q1 		$113K Hold
4,800
– – ﹤0.01% 947
2015
Q4 		$130K Hold
4,800
– – ﹤0.01% 923
2015
Q3 		$123K Hold
4,800
– – ﹤0.01% 895
2015
Q2 		$129K Hold
4,800
– – ﹤0.01% 879
2015
Q1 		$116K Hold
4,800
– – ﹤0.01% 844
2014
Q4 		$93K Buy
+4,800
New +$88.9K ﹤0.01% 865

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSV Asset Management's CUBI Position: Q1 2026 in Review

LSV Asset Management reduced its Customers Bancorp (CUBI) stake by 95% in Q1 2026, selling an estimated $5.66M and leaving 4,200 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

LSV Asset Management first reported a position in CUBI in Q4 2014 and has held it in 46 quarters since. The position peaked at $23.8M in Q4 2021. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • LSV Asset Management held 4,200 shares of Customers Bancorp worth $292K as of Q1 2026.
  • LSV Asset Management sold 77,800 Customers Bancorp shares in Q1 2026, an estimated $5.66M.
  • Customers Bancorp made up ﹤0.01% of LSV Asset Management's portfolio in Q1 2026, its #753 holding.
  • LSV Asset Management first reported a position in Customers Bancorp in Q4 2014 and has held it in 46 quarters since.
  • LSV Asset Management's Customers Bancorp position peaked at $23.8M in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.