Parallel Advisors’s Customers Bancorp CUBI Stock Holding History

Parallel 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
2025 Q4	–	Sell	-1	Closed	-$65	–	3647
2025 Q3	$65	Buy	+1	New	+$66	﹤0.01%	3503
2024 Q4	–	Sell	-13	Closed	-$604	–	3538
2024 Q3	$604	Hold	13	–	–	﹤0.01%	3152
2024 Q2	$624	Hold	13	–	–	﹤0.01%	3053
2024 Q1	$690	Hold	13	–	–	﹤0.01%	3002
2023 Q4	$749	Hold	13	–	–	﹤0.01%	2995
2023 Q3	$448	Sell	13 -1,000	-99%	-$36.1K	﹤0.01%	3122
2023 Q2	$30.7K	Buy	1,013 +1,001	+8,342%	+$22.4K	﹤0.01%	1644
2023 Q1	$222	Buy	+12	New	+$327	﹤0.01%	3264
2022 Q4	–	Sell	-6	Closed	–	–	3387
2022 Q3	$0	Sell	6 -9	-60%	-$318	﹤0.01%	3203
2022 Q2	$1K	Buy	+15	New	+$610	﹤0.01%	2733
2020 Q1	–	Sell	-207	Closed	-$5K	–	2425
2019 Q4	$5K	Hold	207	–	–	﹤0.01%	1949
2019 Q3	$4K	Hold	207	–	–	﹤0.01%	1969
2019 Q2	$4K	Sell	207 -208	-50%	-$4.34K	﹤0.01%	1887
2019 Q1	$8K	Hold	415	–	–	﹤0.01%	1602
2018 Q4	$7K	Buy	+415	New	+$8.3K	﹤0.01%	1456
2017 Q4	–	Sell	-55	Closed	-$1K	–	2082
2017 Q3	$1K	Buy	+55	New	+$1.59K	﹤0.01%	1958

Other funds holding CUBI

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parallel Advisors's CUBI Position: Q4 2025 in Review

Parallel Advisors sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 1 share — an estimated $65 sold.

Parallel Advisors first reported a position in CUBI in Q3 2017 and held it in 16 quarters. The position peaked at $30.7K in Q2 2023. 283 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

Parallel Advisors reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
Parallel Advisors sold 1 Customers Bancorp share in Q4 2025, an estimated $65.
Parallel Advisors first reported a position in Customers Bancorp in Q3 2017 and held it in 16 quarters.
Parallel Advisors's Customers Bancorp position peaked at $30.7K in Q2 2023.
283 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.