Root Financial Partners
CUBI icon

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
Q3 		$1.26K Buy
+17
New +$1.34K ﹤0.01% 2858
2026
Q2 		– Sell
-17
Closed -$1.18K – 1047
2026
Q1 		$1.18K Buy
+17
New +$1.24K ﹤0.01% 2539

Other funds holding CUBI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's CUBI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Customers Bancorp (CUBI) in Q3 2026: 17 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #2858 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CUBI as recently as Q1 2026.

Root Financial Partners first reported a position in CUBI in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold CUBI as of Q3 2026.

  • Root Financial Partners held 17 shares of Customers Bancorp worth $1.26K as of Q3 2026.
  • Customers Bancorp was a new Root Financial Partners position in Q3 2026.
  • Customers Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2858 holding.
  • Root Financial Partners first reported a position in Customers Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.