R Squared’s Customers Bancorp CUBI Stock Holding History

R Squared’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
2025 Q1	–	Sell	-870	Closed	-$42.4K	–	587
2024 Q4	$42.4K	Buy	+870	New	+$43.7K	0.04%	563

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

R Squared's CUBI Position: Q1 2025 in Review

R Squared sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 870 shares — an estimated $42.4K sold.

R Squared first reported a position in CUBI in Q4 2024 and held it in 1 quarter. The position peaked at $42.4K in Q4 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

R Squared reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
R Squared sold 870 Customers Bancorp shares in Q1 2025, an estimated $42.4K.
R Squared first reported a position in Customers Bancorp in Q4 2024 and held it in 1 quarter.
R Squared's Customers Bancorp position peaked at $42.4K in Q4 2024.
238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.