Root Financial Partners’s Customers Bancorp CUBI Stock Holding History

Root Financial Partners’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	$1.18K	Buy	+17	New	+$1.24K	﹤0.01%	2539

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

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

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

HRCM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Root Financial Partners's CUBI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Customers Bancorp (CUBI) in Q1 2026: 17 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #2539 among its holdings.

280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

Root Financial Partners held 17 shares of Customers Bancorp worth $1.18K as of Q1 2026.
Customers Bancorp was a new Root Financial Partners position in Q1 2026.
Customers Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2539 holding.
280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.