MFG
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Mendota Financial Group’s Customers Bancorp CUBI Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-3
Closed -$140 – 570
2024
Q3 		$140 Buy
+3
New +$156 ﹤0.01% 774

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State Street
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HRCM
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendota Financial Group's CUBI Position: Q4 2024 in Review

Mendota Financial Group sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 3 shares — an estimated $140 sold.

Mendota Financial Group first reported a position in CUBI in Q3 2024 and held it in 1 quarter. The position peaked at $140 in Q3 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Mendota Financial Group reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 3 Customers Bancorp shares in Q4 2024, an estimated $140.
  • Mendota Financial Group first reported a position in Customers Bancorp in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Customers Bancorp position peaked at $140 in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.