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	–	1686
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	–	1546
2021 Q4	$6K	Buy	+99	New	+$5.43K	﹤0.01%	844

Other funds holding CUBI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Torren Management San Diego, California $197M AUM