Martingale Asset Management’s Customers Bancorp CUBI Stock Holding History

Martingale 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 Q2	$2.22M	Buy	28,122 +3,392	+14%	+$257K	0.05%	368
2026 Q1	$1.72M	Buy	+24,730	New	+$1.8M	0.04%	376
2025 Q3	–	Sell	-4,634	Closed	-$272K	–	773
2025 Q2	$272K	Buy	+4,634	New	+$235K	0.01%	718
2025 Q1	–	Sell	-6,614	Closed	-$322K	–	785
2024 Q4	$322K	Sell	6,614 -24,116	-78%	-$1.21M	0.01%	678
2024 Q3	$1.43M	Buy	30,730 +2,206	+8%	+$115K	0.03%	394
2024 Q2	$1.37M	Buy	28,524 +8,227	+41%	+$388K	0.03%	384
2024 Q1	$1.08M	Sell	20,297 -8,693	-30%	-$458K	0.02%	453
2023 Q4	$1.67M	Sell	28,990 -4,261	-13%	-$185K	0.03%	329
2023 Q3	$1.15M	Sell	33,251 -9,516	-22%	-$344K	0.02%	401
2023 Q2	$1.29M	Buy	42,767 +21,376	+100%	+$479K	0.03%	374
2023 Q1	$396K	Buy	21,391 +5,300	+33%	+$145K	0.01%	663
2022 Q4	$456K	Buy	16,091 +718	+5%	+$22.4K	0.01%	634
2022 Q3	$454K	Buy	15,373 +1,688	+12%	+$59.7K	0.01%	639
2022 Q2	$464K	Buy	+13,685	New	+$556K	0.01%	659
2022 Q1	–	Sell	-6,178	Closed	-$404K	–	818
2021 Q4	$404K	Sell	6,178 -7,580	-55%	-$416K	0.01%	684
2021 Q3	$592K	Sell	13,758 -50	-0.4%	-$1.95K	0.01%	630
2021 Q2	$539K	Hold	13,808	–	–	0.01%	564
2021 Q1	$440K	Sell	13,808 -100	-0.7%	-$2.63K	0.01%	649
2020 Q4	$253K	Sell	13,908 -24,300	-64%	-$385K	﹤0.01%	782
2020 Q3	$428K	Sell	38,208 -12,539	-25%	-$149K	0.01%	850
2020 Q2	$610K	Buy	50,747 +2,602	+5%	+$29K	0.01%	843
2020 Q1	$527K	Buy	48,145 +29,503	+158%	+$571K	0.01%	804
2019 Q4	$444K	Buy	+18,642	New	+$428K	﹤0.01%	884
2018 Q3	–	Sell	-8,800	Closed	-$250K	–	962
2018 Q2	$250K	Sell	8,800 -26,023	-75%	-$777K	﹤0.01%	939
2018 Q1	$1.02M	Buy	+34,823	New	+$1.05M	0.01%	726

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Martingale Asset Management's CUBI Position: Q2 2026 in Review

Martingale Asset Management increased its Customers Bancorp (CUBI) stake by 14% in Q2 2026, buying an estimated $257K and bringing the position to 28,122 shares worth $2.22M. The position accounts for 0.05% of the portfolio, ranked #368.

Martingale Asset Management first reported a position in CUBI in Q1 2018 and has held it in 25 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Martingale Asset Management held 28,122 shares of Customers Bancorp worth $2.22M as of Q2 2026.
Martingale Asset Management bought 3,392 Customers Bancorp shares in Q2 2026, an estimated $257K.
Customers Bancorp made up 0.05% of Martingale Asset Management's portfolio in Q2 2026, its #368 holding.
Martingale Asset Management first reported a position in Customers Bancorp in Q1 2018 and has held it in 25 quarters since.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.