Mackenzie Financial
CUBI icon

Mackenzie Financial’s Customers Bancorp CUBI Stock Holding History

Mackenzie 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 		$5.9M Buy
74,572
+18,046
+32% +$1.37M 0.01% 792
2026
Q1 		$3.92M Buy
56,526
+26,032
+85% +$1.89M ﹤0.01% 747
2025
Q4 		$2.23M Buy
30,494
+2,566
+9% +$176K ﹤0.01% 828
2025
Q3 		$1.83M Sell
27,928
-3,107
-10% -$204K ﹤0.01% 864
2025
Q2 		$1.82M Buy
31,035
+891
+3% +$45.1K ﹤0.01% 834
2025
Q1 		$1.51M Buy
+30,144
New +$1.58M ﹤0.01% 859
2024
Q4 		– Sell
-6,099
Closed -$283K – 1718
2024
Q3 		$283K Buy
6,099
+249
+4% +$13K ﹤0.01% 1211
2024
Q2 		$281K Buy
5,850
+549
+10% +$25.9K ﹤0.01% 1192
2024
Q1 		$281K Buy
5,301
+1,168
+28% +$61.5K ﹤0.01% 1201
2023
Q4 		$238K Buy
+4,133
New +$179K ﹤0.01% 1254
2019
Q2 		– Sell
-148,731
Closed -$2.72M – 1125
2019
Q1 		$2.72M Buy
+148,731
New +$2.97M 0.01% 705
2016
Q2 		– Sell
-42,200
Closed -$997K – 926
2016
Q1 		$997K Sell
42,200
-162,200
-79% -$3.87M 0.01% 508
2015
Q4 		$5.56M Buy
204,400
+9,800
+5% +$273K 0.03% 300
2015
Q3 		$5M Sell
194,600
-700
-0.4% -$17.8K 0.03% 294
2015
Q2 		$5.25M Buy
195,300
+28,200
+17% +$721K 0.03% 303
2015
Q1 		$4.07M Hold
167,100
– – 0.02% 336
2014
Q4 		$3.25M Hold
167,100
– – 0.02% 360
2014
Q3 		$3M Sell
167,100
-3,400
-2% -$64.3K 0.02% 353
2014
Q2 		$3.41M Buy
+170,500
New +$3.37M 0.02% 359

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

Mackenzie Financial's CUBI Position: Q2 2026 in Review

Mackenzie Financial increased its Customers Bancorp (CUBI) stake by 32% in Q2 2026, buying an estimated $1.37M and bringing the position to 74,572 shares worth $5.9M. The position accounts for 0.01% of the portfolio, ranked #792.

Mackenzie Financial first reported a position in CUBI in Q2 2014 and has held it in 19 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Mackenzie Financial held 74,572 shares of Customers Bancorp worth $5.9M as of Q2 2026.
  • Mackenzie Financial bought 18,046 Customers Bancorp shares in Q2 2026, an estimated $1.37M.
  • Customers Bancorp made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #792 holding.
  • Mackenzie Financial first reported a position in Customers Bancorp in Q2 2014 and has held it in 19 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

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