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

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HRCM
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Vanguard Capital Management
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American Century Companies
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Geode Capital Management
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UBS Group
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Vanguard Portfolio Management
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Root Financial Partners's CUBI Position: Q2 2026 in Review

Root Financial Partners sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 17 shares — an estimated $1.18K sold.

Root Financial Partners first reported a position in CUBI in Q1 2026 and held it in 1 quarter. The position peaked at $1.18K in Q1 2026. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Root Financial Partners reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 17 Customers Bancorp shares in Q2 2026, an estimated $1.18K.
  • Root Financial Partners first reported a position in Customers Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Customers Bancorp position peaked at $1.18K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.