Mercer Global Advisors
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Mercer Global Advisors’s Customers Bancorp CUBI Stock Holding History

Mercer Global Advisors’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 		$408K Buy
5,152
+99
+2% +$7.49K ﹤0.01% 2489
2026
Q1 		$351K Buy
5,053
+1,258
+33% +$91.4K ﹤0.01% 2290
2025
Q4 		$277K Buy
+3,795
New +$260K ﹤0.01% 2300
2023
Q3 		– Sell
-8,105
Closed -$245K – 1972
2023
Q2 		$245K Buy
+8,105
New +$182K ﹤0.01% 1628

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

Mercer Global Advisors's CUBI Position: Q2 2026 in Review

Mercer Global Advisors increased its Customers Bancorp (CUBI) stake by 2% in Q2 2026, buying an estimated $7.49K and bringing the position to 5,152 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Mercer Global Advisors first reported a position in CUBI in Q2 2023 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Mercer Global Advisors held 5,152 shares of Customers Bancorp worth $408K as of Q2 2026.
  • Mercer Global Advisors bought 99 Customers Bancorp shares in Q2 2026, an estimated $7.49K.
  • Customers Bancorp made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2489 holding.
  • Mercer Global Advisors first reported a position in Customers Bancorp in Q2 2023 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.