Rockefeller Capital Management’s Customers Bancorp CUBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$156K Buy
1,966
+80
+4% +$6.05K ﹤0.01% 2736
2026
Q1
$131K Buy
1,886
+441
+31% +$32.1K ﹤0.01% 2722
2025
Q4
$106K Buy
1,445
+1,215
+528% +$83.3K ﹤0.01% 2698
2025
Q3
$15K Buy
+230
New +$15.1K ﹤0.01% 3483
2023
Q1
– Sell
-9
Closed – – 2388
2022
Q4
$0 Sell
9
-6
-40% -$187 ﹤0.01% 3901
2022
Q3
$0 Sell
15
-50
-77% -$1.77K ﹤0.01% 3960
2022
Q2
$2K Buy
+65
New +$2.64K ﹤0.01% 3762

Other funds holding CUBI

Rockefeller Capital Management's CUBI Position: Q2 2026 in Review

Rockefeller Capital Management increased its Customers Bancorp (CUBI) stake by 4.2% in Q2 2026, buying an estimated $6.05K and bringing the position to 1,966 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Rockefeller Capital Management first reported a position in CUBI in Q2 2022 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Rockefeller Capital Management held 1,966 shares of Customers Bancorp worth $156K as of Q2 2026.
  • Rockefeller Capital Management bought 80 Customers Bancorp shares in Q2 2026, an estimated $6.05K.
  • Customers Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2736 holding.
  • Rockefeller Capital Management first reported a position in Customers Bancorp in Q2 2022 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.