OF
CUBI icon

Optimize Financial’s Customers Bancorp CUBI Stock Holding History

Optimize Financial’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 		$557K Sell
7,039
-24
-0.3% -$1.81K 0.2% 113
2026
Q1 		$490K Buy
+7,063
New +$513K 0.24% 101

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

Optimize Financial's CUBI Position: Q2 2026 in Review

Optimize Financial reduced its Customers Bancorp (CUBI) stake by 0.34% in Q2 2026, selling an estimated $1.81K and leaving 7,039 shares worth $557K. The position accounts for 0.2% of the portfolio, ranked #113.

Optimize Financial first reported a position in CUBI in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Optimize Financial held 7,039 shares of Customers Bancorp worth $557K as of Q2 2026.
  • Optimize Financial sold 24 Customers Bancorp shares in Q2 2026, an estimated $1.81K.
  • Customers Bancorp made up 0.2% of Optimize Financial's portfolio in Q2 2026, its #113 holding.
  • Optimize Financial first reported a position in Customers Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.