Marshall Wace
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Marshall Wace’s Customers Bancorp CUBI Stock Holding History

Marshall Wace’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 		$439K Buy
5,544
+551
+11% +$41.7K ﹤0.01% 2575
2026
Q1 		$347K Sell
4,993
-2,573
-34% -$187K ﹤0.01% 2601
2025
Q4 		$553K Sell
7,566
-46,733
-86% -$3.21M ﹤0.01% 2198
2025
Q3 		$3.55M Buy
54,299
+9,172
+20% +$603K ﹤0.01% 1345
2025
Q2 		$2.65M Buy
+45,127
New +$2.29M ﹤0.01% 1439
2025
Q1 		– Sell
-20,354
Closed -$991K – 2702
2024
Q4 		$991K Sell
20,354
-46,673
-70% -$2.35M ﹤0.01% 1744
2024
Q3 		$3.11M Buy
+67,027
New +$3.49M ﹤0.01% 1194
2024
Q1 		– Sell
-20,273
Closed -$1.17M – 2506
2023
Q4 		$1.17M Buy
+20,273
New +$880K ﹤0.01% 1423
2023
Q1 		– Sell
-89,819
Closed -$2.55M – 2741
2022
Q4 		$2.55M Sell
89,819
-41,404
-32% -$1.29M 0.01% 1598
2022
Q3 		$3.87M Buy
+131,223
New +$4.64M 0.01% 1570
2021
Q4 		– Sell
-15,332
Closed -$660K – 3924
2021
Q3 		$660K Buy
+15,332
New +$597K ﹤0.01% 2256

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

Marshall Wace's CUBI Position: Q2 2026 in Review

Marshall Wace increased its Customers Bancorp (CUBI) stake by 11% in Q2 2026, buying an estimated $41.7K and bringing the position to 5,544 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Marshall Wace first reported a position in CUBI in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.87M in Q3 2022. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Marshall Wace held 5,544 shares of Customers Bancorp worth $439K as of Q2 2026.
  • Marshall Wace bought 551 Customers Bancorp shares in Q2 2026, an estimated $41.7K.
  • Customers Bancorp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2575 holding.
  • Marshall Wace first reported a position in Customers Bancorp in Q3 2021 and has held it in 11 quarters since.
  • Marshall Wace's Customers Bancorp position peaked at $3.87M in Q3 2022.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.