Northwestern Mutual Wealth Management
CUBI icon

Northwestern Mutual Wealth Management’s Customers Bancorp CUBI Stock Holding History

Northwestern Mutual Wealth Management’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
2025
Q4 		– Sell
-90
Closed -$5.88K – 4060
2025
Q3 		$5.88K Buy
+90
New +$5.92K ﹤0.01% 3084
2025
Q1 		– Sell
-85
Closed -$4.14K – 3712
2024
Q4 		$4.14K Hold
85
– – ﹤0.01% 2996
2024
Q3 		$3.95K Hold
85
– – ﹤0.01% 2965
2024
Q2 		$4.08K Hold
85
– – ﹤0.01% 2917
2024
Q1 		$4.51K Hold
85
– – ﹤0.01% 2869
2023
Q4 		$4.9K Hold
85
– – ﹤0.01% 2865
2023
Q3 		$2.93K Hold
85
– – ﹤0.01% 2886
2023
Q2 		$2.57K Hold
85
– – ﹤0.01% 2943
2023
Q1 		$1.57K Hold
85
– – ﹤0.01% 2966
2022
Q4 		$2.41K Hold
85
– – ﹤0.01% 2920
2022
Q3 		$3K Sell
85
-25
-23% -$885 ﹤0.01% 2784
2022
Q2 		$4K Buy
+110
New +$4.47K ﹤0.01% 2764
2020
Q1 		– Sell
-100
Closed -$2K – 2584
2019
Q4 		$2K Hold
100
– – ﹤0.01% 2207
2019
Q3 		$2K Buy
+100
New +$1.98K ﹤0.01% 2259

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 $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's CUBI Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 90 shares — an estimated $5.88K sold.

Northwestern Mutual Wealth Management first reported a position in CUBI in Q3 2019 and held it in 14 quarters. The position peaked at $5.88K in Q3 2025. 283 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 90 Customers Bancorp shares in Q4 2025, an estimated $5.88K.
  • Northwestern Mutual Wealth Management first reported a position in Customers Bancorp in Q3 2019 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's Customers Bancorp position peaked at $5.88K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.