Morgan Stanley’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.8M | Sell |
401,607
-8,675
| -2% | -$656K | ﹤0.01% | 2672 |
|
|
2026
Q1 | $28.5M | Sell |
410,282
-101,566
| -20% | -$7.38M | ﹤0.01% | 2622 |
|
|
2025
Q4 | $37.4M | Sell |
511,848
-32,417
| -6% | -$2.22M | ﹤0.01% | 2368 |
|
|
2025
Q3 | $35.6M | Buy |
544,265
+63,798
| +13% | +$4.2M | ﹤0.01% | 2325 |
|
|
2025
Q2 | $28.2M | Buy |
480,467
+12,137
| +3% | +$615K | ﹤0.01% | 2470 |
|
|
2025
Q1 | $23.5M | Sell |
468,330
-23,094
| -5% | -$1.21M | ﹤0.01% | 2532 |
|
|
2024
Q4 | $23.9M | Sell |
491,424
-12,351
| -2% | -$621K | ﹤0.01% | 2584 |
|
|
2024
Q3 | $23.4M | Sell |
503,775
-29,628
| -6% | -$1.54M | ﹤0.01% | 2646 |
|
|
2024
Q2 | $25.6M | Sell |
533,403
-67,695
| -11% | -$3.2M | ﹤0.01% | 2397 |
|
|
2024
Q1 | $31.9M | Sell |
601,098
-7,655
| -1% | -$403K | ﹤0.01% | 2186 |
|
|
2023
Q4 | $35.1M | Sell |
608,753
-1,779
| -0.3% | -$77.2K | ﹤0.01% | 2086 |
|
|
2023
Q3 | $21M | Buy |
610,532
+63,183
| +12% | +$2.28M | ﹤0.01% | 2400 |
|
|
2023
Q2 | $16.6M | Buy |
547,349
+178,842
| +49% | +$4.01M | ﹤0.01% | 2663 |
|
|
2023
Q1 | $6.82M | Buy |
368,507
+96,697
| +36% | +$2.64M | ﹤0.01% | 3507 |
|
|
2022
Q4 | $7.7M | Buy |
271,810
+14,909
| +6% | +$465K | ﹤0.01% | 3329 |
|
|
2022
Q3 | $7.57M | Sell |
256,901
-102,482
| -29% | -$3.63M | ﹤0.01% | 3262 |
|
|
2022
Q2 | $12.2M | Buy |
359,383
+179,760
| +100% | +$7.31M | ﹤0.01% | 2861 |
|
|
2022
Q1 | $9.37M | Buy |
179,623
+55,967
| +45% | +$3.41M | ﹤0.01% | 2973 |
|
|
2021
Q4 | $8.08M | Buy |
123,656
+1,212
| +1% | +$66.5K | ﹤0.01% | 3177 |
|
|
2021
Q3 | $5.27M | Sell |
122,444
-36,757
| -23% | -$1.43M | ﹤0.01% | 3629 |
|
|
2021
Q2 | $6.21M | Buy |
159,201
+82,166
| +107% | +$2.96M | ﹤0.01% | 3556 |
|
|
2021
Q1 | $2.45M | Sell |
77,035
-54,686
| -42% | -$1.44M | ﹤0.01% | 4105 |
|
|
2020
Q4 | $2.39M | Buy |
131,721
+22,137
| +20% | +$351K | ﹤0.01% | 4000 |
|
|
2020
Q3 | $1.23M | Sell |
109,584
-42,808
| -28% | -$508K | ﹤0.01% | 4063 |
|
|
2020
Q2 | $1.83M | Buy |
152,392
+34,553
| +29% | +$385K | ﹤0.01% | 3672 |
|
|
2020
Q1 | $1.29M | Sell |
117,839
-68,449
| -37% | -$1.33M | ﹤0.01% | 3751 |
|
|
2019
Q4 | $4.44M | Buy |
186,288
+74,142
| +66% | +$1.7M | ﹤0.01% | 3324 |
|
|
2019
Q3 | $2.33M | Sell |
112,146
-17,780
| -14% | -$353K | ﹤0.01% | 3630 |
|
|
2019
Q2 | $2.73M | Buy |
129,926
+106,859
| +463% | +$2.23M | ﹤0.01% | 3516 |
|
|
2019
Q1 | $422K | Sell |
23,067
-81,752
| -78% | -$1.63M | ﹤0.01% | 4651 |
|
|
2018
Q4 | $1.91M | Sell |
104,819
-14,208
| -12% | -$284K | ﹤0.01% | 3811 |
|
|
2018
Q3 | $2.8M | Buy |
119,027
+33,800
| +40% | +$876K | ﹤0.01% | 3722 |
|
|
2018
Q2 | $2.42M | Sell |
85,227
-16,166
| -16% | -$483K | ﹤0.01% | 3890 |
|
|
2018
Q1 | $2.96M | Sell |
101,393
-29,643
| -23% | -$890K | ﹤0.01% | 3614 |
|
|
2017
Q4 | $3.4M | Buy |
131,036
+54,399
| +71% | +$1.54M | ﹤0.01% | 3508 |
|
|
2017
Q3 | $2.5M | Sell |
76,637
-162,012
| -68% | -$4.67M | ﹤0.01% | 3659 |
|
|
2017
Q2 | $6.75M | Buy |
238,649
+88,257
| +59% | +$2.61M | ﹤0.01% | 2556 |
|
|
2017
Q1 | $4.74M | Buy |
150,392
+14,481
| +11% | +$492K | ﹤0.01% | 2909 |
|
|
2016
Q4 | $4.87M | Buy |
135,911
+101,165
| +291% | +$2.99M | ﹤0.01% | 3022 |
|
|
2016
Q3 | $874K | Buy |
34,746
+23,839
| +219% | +$616K | ﹤0.01% | 4131 |
|
|
2016
Q2 | $274K | Sell |
10,907
-40,557
| -79% | -$1.03M | ﹤0.01% | 4780 |
|
|
2016
Q1 | $1.22M | Buy |
51,464
+17,597
| +52% | +$420K | ﹤0.01% | 3767 |
|
|
2015
Q4 | $921K | Buy |
33,867
+26,413
| +354% | +$737K | ﹤0.01% | 4111 |
|
|
2015
Q3 | $191K | Buy |
7,454
+2,014
| +37% | +$51.2K | ﹤0.01% | 5115 |
|
|
2015
Q2 | $146K | Sell |
5,440
-20,803
| -79% | -$532K | ﹤0.01% | 5400 |
|
|
2015
Q1 | $640K | Sell |
26,243
-60,007
| -70% | -$1.29M | ﹤0.01% | 4477 |
|
|
2014
Q4 | $1.68M | Sell |
86,250
-58,898
| -41% | -$1.09M | ﹤0.01% | 3710 |
|
|
2014
Q3 | $2.61M | Buy |
145,148
+4,497
| +3% | +$85.1K | ﹤0.01% | 3216 |
|
|
2014
Q2 | $2.81M | Buy |
140,651
+115,305
| +455% | +$2.28M | ﹤0.01% | 3209 |
|
|
2014
Q1 | $482K | Sell |
25,346
-45,148
| -64% | -$823K | ﹤0.01% | 4591 |
|
|
2013
Q4 | $1.31M | Buy |
+70,494
| New | +$1.12M | ﹤0.01% | 3714 |
|
Other funds holding CUBI
HRCM
Morgan Stanley's CUBI Position: Q2 2026 in Review
Morgan Stanley reduced its Customers Bancorp (CUBI) stake by 2.1% in Q2 2026, selling an estimated $656K and leaving 401,607 shares worth $31.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2672.
Morgan Stanley first reported a position in CUBI in Q4 2013 and has held it in 51 quarters since. The position peaked at $37.4M in Q4 2025. 297 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.
- Morgan Stanley held 401,607 shares of Customers Bancorp worth $31.8M as of Q2 2026.
- Morgan Stanley sold 8,675 Customers Bancorp shares in Q2 2026, an estimated $656K.
- Customers Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2672 holding.
- Morgan Stanley first reported a position in Customers Bancorp in Q4 2013 and has held it in 51 quarters since.
- Morgan Stanley's Customers Bancorp position peaked at $37.4M in Q4 2025.
- 297 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.