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Pinnacle Wealth Planning Services’s Customers Bancorp CUBI Stock Holding History

Pinnacle Wealth Planning Services’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 		$60.4K Buy
764
+15
+2% +$1.14K 0.01% 1147
2026
Q1 		$52K Buy
749
+29
+4% +$2.11K 0.01% 1183
2025
Q4 		$52.6K Buy
+720
New +$49.4K 0.01% 1161
2021
Q1 		– Sell
-197
Closed -$4K – 725
2020
Q4 		$4K Buy
+197
New +$3.12K ﹤0.01% 1718

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

Pinnacle Wealth Planning Services's CUBI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Customers Bancorp (CUBI) stake by 2% in Q2 2026, buying an estimated $1.14K and bringing the position to 764 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #1147.

Pinnacle Wealth Planning Services first reported a position in CUBI in Q4 2020 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 764 shares of Customers Bancorp worth $60.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 15 Customers Bancorp shares in Q2 2026, an estimated $1.14K.
  • Customers Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1147 holding.
  • Pinnacle Wealth Planning Services first reported a position in Customers Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.