Rockefeller Capital Management
CUBI icon

Rockefeller Capital Management’s Customers Bancorp CUBI Stock Holding History

Rockefeller Capital Management’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
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

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HRCM
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VCM
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American Century Companies
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UBS Group
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Geode Capital Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rockefeller Capital Management's CUBI Position: Q1 2026 in Review

Rockefeller Capital Management increased its Customers Bancorp (CUBI) stake by 31% in Q1 2026, buying an estimated $32.1K and bringing the position to 1,886 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Rockefeller Capital Management first reported a position in CUBI in Q2 2022 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Rockefeller Capital Management held 1,886 shares of Customers Bancorp worth $131K as of Q1 2026.
  • Rockefeller Capital Management bought 441 Customers Bancorp shares in Q1 2026, an estimated $32.1K.
  • Customers Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2722 holding.
  • Rockefeller Capital Management first reported a position in Customers Bancorp in Q2 2022 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.