Plante Moran Financial Advisors’s Customers Bancorp CUBI Stock Holding History

Plante Moran Financial 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
2026 Q2	$633	Buy	+8	New	+$605	﹤0.01%	1046

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

Plante Moran Financial Advisors's CUBI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Customers Bancorp (CUBI) in Q2 2026: 8 shares worth $633. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings.

296 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Plante Moran Financial Advisors held 8 shares of Customers Bancorp worth $633 as of Q2 2026.
Customers Bancorp was a new Plante Moran Financial Advisors position in Q2 2026.
Customers Bancorp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1046 holding.
296 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.