Occudo Quantitative Strategies’s Customers Bancorp CUBI Stock Holding History

Occudo Quantitative Strategies’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	-5,317	Closed	-$348K	–	727
2025 Q3	$348K	Buy	+5,317	New	+$350K	0.04%	461
2024 Q1	–	Sell	-5,757	Closed	-$332K	–	789
2023 Q4	$332K	Buy	+5,757	New	+$250K	0.05%	508
2022 Q4	–	Sell	-48,046	Closed	-$1.42M	–	1049
2022 Q3	$1.42M	Buy	48,046 +41,589	+644%	+$1.47M	0.11%	274
2022 Q2	$219K	Buy	+6,457	New	+$262K	0.02%	890

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occudo Quantitative Strategies's CUBI Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 5,317 shares — an estimated $348K sold.

Occudo Quantitative Strategies first reported a position in CUBI in Q2 2022 and held it in 4 quarters. The position peaked at $1.42M in Q3 2022. 284 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

Occudo Quantitative Strategies reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 5,317 Customers Bancorp shares in Q4 2025, an estimated $348K.
Occudo Quantitative Strategies first reported a position in Customers Bancorp in Q2 2022 and held it in 4 quarters.
Occudo Quantitative Strategies's Customers Bancorp position peaked at $1.42M in Q3 2022.
284 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.