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Rise Advisors’s Customers Bancorp CUBI Stock Holding History

Rise 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
2025
Q4 		– Sell
-10
Closed -$654 – 421
2025
Q3 		$654 Hold
10
– – ﹤0.01% 1347
2025
Q2 		$587 Sell
10
-8
-44% -$405 ﹤0.01% 1379
2025
Q1 		$904 Buy
+18
New +$945 ﹤0.01% 1292

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's CUBI Position: Q4 2025 in Review

Rise Advisors sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 10 shares — an estimated $654 sold.

Rise Advisors first reported a position in CUBI in Q1 2025 and held it in 3 quarters. The position peaked at $904 in Q1 2025. 284 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • Rise Advisors reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 10 Customers Bancorp shares in Q4 2025, an estimated $654.
  • Rise Advisors first reported a position in Customers Bancorp in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Customers Bancorp position peaked at $904 in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.