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Pathstone Family Office’s Customers Bancorp CUBI Stock Holding History

Pathstone Family Office’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
2023
Q3 		$660K Buy
+19,169
New +$693K 0.01% 899

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pathstone Family Office's CUBI Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Customers Bancorp (CUBI) in Q3 2023: 19,169 shares worth $660K. The stake represents 0.01% of the portfolio and ranks #899 among its holdings.

209 funds tracked by Wall St. Rank hold CUBI as of Q3 2023.

  • Pathstone Family Office held 19,169 shares of Customers Bancorp worth $660K as of Q3 2023.
  • Customers Bancorp was a new Pathstone Family Office position in Q3 2023.
  • Customers Bancorp made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #899 holding.
  • 209 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.