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Ridgewood Investments’s Customers Bancorp CUBI Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-1,000
Closed -$58.7K – 304
2025
Q2 		$58.7K Hold
1,000
– – 0.03% 309
2025
Q1 		$50.2K Hold
1,000
– – 0.02% 315
2024
Q4 		$48.7K Hold
1,000
– – 0.02% 313
2024
Q3 		$46.5K Hold
1,000
– – 0.02% 323
2024
Q2 		$48K Buy
+1,000
New +$47.2K 0.02% 322
2023
Q3 		– Sell
-1,000
Closed -$30.3K – 300
2023
Q2 		$30.3K Hold
1,000
– – 0.02% 400
2023
Q1 		$18.5K Buy
+1,000
New +$27.3K 0.01% 465

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ridgewood Investments's CUBI Position: Q3 2025 in Review

Ridgewood Investments sold out of Customers Bancorp (CUBI) in Q3 2025, closing a stake of 1,000 shares — an estimated $58.7K sold.

Ridgewood Investments first reported a position in CUBI in Q1 2023 and held it in 7 quarters. The position peaked at $58.7K in Q2 2025. 265 funds tracked by Wall St. Rank hold CUBI as of Q3 2025.

  • Ridgewood Investments reported no remaining Customers Bancorp position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,000 Customers Bancorp shares in Q3 2025, an estimated $58.7K.
  • Ridgewood Investments first reported a position in Customers Bancorp in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Customers Bancorp position peaked at $58.7K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.