MassMutual Private Wealth & Trust’s Customers Bancorp CUBI Stock Holding History

MassMutual Private Wealth & Trust’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	$7.99K	Hold	101	–	–	﹤0.01%	1497
2026 Q1	$7.01K	Buy	101 +53	+110%	+$3.85K	﹤0.01%	1525
2025 Q4	$3.51K	Hold	48	–	–	﹤0.01%	1818
2025 Q3	$3.14K	Hold	48	–	–	﹤0.01%	1854
2025 Q2	$2.82K	Hold	48	–	–	﹤0.01%	1846
2025 Q1	$2.41K	Hold	48	–	–	﹤0.01%	1861
2024 Q4	$2.34K	Hold	48	–	–	﹤0.01%	1787
2024 Q3	$2.23K	Hold	48	–	–	﹤0.01%	1625
2024 Q2	$2.3K	Sell	48 -31	-39%	-$1.46K	﹤0.01%	1582
2024 Q1	$4.19K	Buy	79 +31	+65%	+$1.63K	﹤0.01%	1329
2023 Q4	$2.77K	Hold	48	–	–	﹤0.01%	1405
2023 Q3	$1.65K	Hold	48	–	–	﹤0.01%	1550
2023 Q2	$1.45K	Buy	+48	New	+$1.08K	﹤0.01%	1559
2022 Q4	–	Sell	-28	Closed	-$1K	–	1684
2022 Q3	$1K	Buy	28 +8	+40%	+$283	﹤0.01%	1394
2022 Q2	$1K	Buy	+20	New	+$813	﹤0.01%	1280
2022 Q1	–	Sell	-99	Closed	-$6.03K	–	1541
2021 Q4	$6K	Buy	+99	New	+$5.43K	﹤0.01%	844

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 $3.38T AUM 44.17% 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

MassMutual Private Wealth & Trust's CUBI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Customers Bancorp (CUBI) position steady in Q2 2026 at 101 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

MassMutual Private Wealth & Trust first reported a position in CUBI in Q4 2021 and has held it in 16 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

MassMutual Private Wealth & Trust held 101 shares of Customers Bancorp worth $7.99K as of Q2 2026.
MassMutual Private Wealth & Trust left its Customers Bancorp share count unchanged in Q2 2026.
Customers Bancorp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1497 holding.
MassMutual Private Wealth & Trust first reported a position in Customers Bancorp in Q4 2021 and has held it in 16 quarters since.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.