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Nations Financial Group’s Customers Bancorp CUBI Stock Holding History

Nations 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
2022
Q2 		– Sell
-16,880
Closed -$880K – 535
2022
Q1 		$880K Sell
16,880
-413
-2% -$25.2K 0.11% 210
2021
Q4 		$1.13M Buy
17,293
+518
+3% +$28.4K 0.15% 163
2021
Q3 		$722K Buy
16,775
+59
+0.4% +$2.3K 0.11% 211
2021
Q2 		$652K Sell
16,716
-144
-0.9% -$5.18K 0.11% 215
2021
Q1 		$536K Buy
+16,860
New +$444K 0.12% 211

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Nations Financial Group's CUBI Position: Q2 2022 in Review

Nations Financial Group sold out of Customers Bancorp (CUBI) in Q2 2022, closing a stake of 16,880 shares — an estimated $880K sold.

Nations Financial Group first reported a position in CUBI in Q1 2021 and held it in 5 quarters. The position peaked at $1.13M in Q4 2021. 212 funds tracked by Wall St. Rank hold CUBI as of Q2 2022.

  • Nations Financial Group reported no remaining Customers Bancorp position as of Q2 2022 after selling out during the quarter.
  • Nations Financial Group sold 16,880 Customers Bancorp shares in Q2 2022, an estimated $880K.
  • Nations Financial Group first reported a position in Customers Bancorp in Q1 2021 and held it in 5 quarters.
  • Nations Financial Group's Customers Bancorp position peaked at $1.13M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2022.

Based on Nations Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.