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Principal Securities’s Customers Bancorp CUBI Stock Holding History

Principal Securities’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 		$300K Buy
+3,791
New +$287K ﹤0.01% 1326
2025
Q4 		– Sell
-373
Closed -$24.4K – 1800
2025
Q3 		$24.4K Buy
373
+184
+97% +$12.1K ﹤0.01% 2321
2025
Q2 		$11.1K Buy
+189
New +$9.57K ﹤0.01% 2582
2024
Q4 		– Sell
-37
Closed -$1.72K – 3562
2024
Q3 		$1.72K Hold
37
– – ﹤0.01% 2997
2024
Q2 		$1.77K Hold
37
– – ﹤0.01% 2946
2024
Q1 		$1.96K Hold
37
– – ﹤0.01% 2878
2023
Q4 		$2.13K Buy
+37
New +$1.61K ﹤0.01% 2796

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

Principal Securities's CUBI Position: Q2 2026 in Review

Principal Securities opened a new position in Customers Bancorp (CUBI) in Q2 2026: 3,791 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Principal Securities previously reported a position in CUBI as recently as Q3 2025.

Principal Securities first reported a position in CUBI in Q4 2023 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Principal Securities held 3,791 shares of Customers Bancorp worth $300K as of Q2 2026.
  • Customers Bancorp was a new Principal Securities position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1326 holding.
  • Principal Securities first reported a position in Customers Bancorp in Q4 2023 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.