M1FG
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Mach-1 Financial Group’s Customers Bancorp CUBI Stock Holding History

Mach-1 Financial 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
2025
Q2 		– Sell
-5,780
Closed -$290K – 236
2025
Q1 		$290K Buy
+5,780
New +$303K 0.09% 203
2024
Q1 		– Sell
-8,154
Closed -$470K – 115
2023
Q4 		$470K Sell
8,154
-5,913
-42% -$257K 0.18% 127
2023
Q3 		$485K Sell
14,067
-6,777
-33% -$245K 0.2% 130
2023
Q2 		$631K Buy
+20,844
New +$467K 0.18% 86

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mach-1 Financial Group's CUBI Position: Q2 2025 in Review

Mach-1 Financial Group sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 5,780 shares — an estimated $290K sold.

Mach-1 Financial Group first reported a position in CUBI in Q2 2023 and held it in 4 quarters. The position peaked at $631K in Q2 2023. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • Mach-1 Financial Group reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 5,780 Customers Bancorp shares in Q2 2025, an estimated $290K.
  • Mach-1 Financial Group first reported a position in Customers Bancorp in Q2 2023 and held it in 4 quarters.
  • Mach-1 Financial Group's Customers Bancorp position peaked at $631K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on Mach-1 Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.