Pinnacle Holdings’s Customers Bancorp CUBI Stock Holding History

Pinnacle Holdings’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	$1.37M	Sell	17,370 -35	-0.2%	-$2.65K	0.42%	91
2026 Q1	$1.21M	Hold	17,405	–	–	0.39%	93
2025 Q4	$1.27M	Hold	17,405	–	–	0.43%	86
2025 Q3	$1.14M	Hold	17,405	–	–	0.4%	95
2025 Q2	$1.02M	Hold	17,405	–	–	0.37%	99
2025 Q1	$874K	Hold	17,405	–	–	0.33%	107
2024 Q4	$847K	Sell	17,405 -55	-0.3%	-$2.77K	0.32%	110
2024 Q3	$811K	Hold	17,460	–	–	0.32%	108
2024 Q2	$838K	Sell	17,460 -35	-0.2%	-$1.65K	0.34%	105
2024 Q1	$928K	Sell	17,495 -210	-1%	-$11.1K	0.37%	95
2023 Q4	$1.02M	Hold	17,705	–	–	0.42%	93
2023 Q3	$610K	Hold	17,705	–	–	0.29%	111
2023 Q2	$536K	Buy	17,705 +90	+0.5%	+$2.02K	0.24%	116
2023 Q1	$326K	Buy	17,615 +2,025	+13%	+$55.2K	0.15%	133
2022 Q4	$442K	Sell	15,590 -60	-0.4%	-$1.87K	0.2%	122
2022 Q3	$461K	Hold	15,650	–	–	0.22%	118
2022 Q2	$531K	Buy	+15,650	New	+$636K	0.24%	116
2022 Q1	–	Sell	-23,488	Closed	-$1.54M	–	245
2021 Q4	$1.54M	Hold	23,488	–	–	0.65%	59
2021 Q3	$1.01M	Buy	23,488 +11,208	+91%	+$436K	0.44%	82
2021 Q2	$479K	Hold	12,280	–	–	0.22%	120
2021 Q1	$391K	Hold	12,280	–	–	0.18%	130
2020 Q4	$223K	Hold	12,280	–	–	0.12%	146
2020 Q3	$138K	Sell	12,280 -5,110	-29%	-$60.6K	0.08%	155
2020 Q2	$209K	Hold	17,390	–	–	0.1%	140
2020 Q1	$190K	Buy	+17,390	New	+$337K	0.11%	134

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pinnacle Holdings's CUBI Position: Q2 2026 in Review

Pinnacle Holdings reduced its Customers Bancorp (CUBI) stake by 0.2% in Q2 2026, selling an estimated $2.65K and leaving 17,370 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #91.

Pinnacle Holdings first reported a position in CUBI in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.54M in Q4 2021. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Pinnacle Holdings held 17,370 shares of Customers Bancorp worth $1.37M as of Q2 2026.
Pinnacle Holdings sold 35 Customers Bancorp shares in Q2 2026, an estimated $2.65K.
Customers Bancorp made up 0.42% of Pinnacle Holdings's portfolio in Q2 2026, its #91 holding.
Pinnacle Holdings first reported a position in Customers Bancorp in Q1 2020 and has held it in 25 quarters since.
Pinnacle Holdings's Customers Bancorp position peaked at $1.54M in Q4 2021.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.