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NewEdge Advisors’s Customers Bancorp CUBI Stock Holding History

NewEdge 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 		$19.8K Buy
+250
New +$18.9K ﹤0.01% 3365
2024
Q1 		– Sell
-246
Closed -$14.2K – 3853
2023
Q4 		$14.2K Buy
+246
New +$10.7K ﹤0.01% 2713

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

NewEdge Advisors's CUBI Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Customers Bancorp (CUBI) in Q2 2026: 250 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #3365 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in CUBI as recently as Q4 2023.

NewEdge Advisors first reported a position in CUBI in Q4 2023 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • NewEdge Advisors held 250 shares of Customers Bancorp worth $19.8K as of Q2 2026.
  • Customers Bancorp was a new NewEdge Advisors position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3365 holding.
  • NewEdge Advisors first reported a position in Customers Bancorp in Q4 2023 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.