Rothschild Investment LLC’s Customers Bancorp CUBI Stock Holding History

Rothschild Investment LLC’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	$4.43K	Hold	56	–	–	﹤0.01%	2351
2026 Q1	$3.89K	Buy	56 +11	+24%	+$800	﹤0.01%	2190
2025 Q4	$3.29K	Hold	45	–	–	﹤0.01%	2109
2025 Q3	$2.94K	Sell	45 -20	-31%	-$1.31K	﹤0.01%	1990
2025 Q2	$3.82K	Buy	65 +10	+18%	+$507	﹤0.01%	1643
2025 Q1	$2.76K	Buy	55 +20	+57%	+$1.05K	﹤0.01%	1713
2024 Q4	$1.7K	Buy	35 +5	+17%	+$251	﹤0.01%	1904
2024 Q3	$1.39K	Buy	30 +25	+500%	+$1.3K	﹤0.01%	1929
2024 Q2	$240	Hold	5	–	–	﹤0.01%	2416
2024 Q1	$265	Buy	+5	New	+$263	﹤0.01%	1616
2022 Q1	–	Sell	-5,764	Closed	-$377K	–	524
2021 Q4	$377K	Hold	5,764	–	–	0.03%	369
2021 Q3	$248K	Hold	5,764	–	–	0.02%	425
2021 Q2	$225K	Buy	+5,764	New	+$208K	0.02%	441
2020 Q3	–	Sell	-13,729	Closed	-$165K	–	438
2020 Q2	$165K	Sell	13,729 -4,009	-23%	-$44.7K	0.02%	392
2020 Q1	$194K	Sell	17,738 -405	-2%	-$7.84K	0.03%	377
2019 Q4	$432K	Buy	+18,143	New	+$417K	0.04%	310

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rothschild Investment LLC's CUBI Position: Q2 2026 in Review

Rothschild Investment LLC held its Customers Bancorp (CUBI) position steady in Q2 2026 at 56 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Rothschild Investment LLC first reported a position in CUBI in Q4 2019 and has held it in 16 quarters since. The position peaked at $432K in Q4 2019. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Rothschild Investment LLC held 56 shares of Customers Bancorp worth $4.43K as of Q2 2026.
Rothschild Investment LLC left its Customers Bancorp share count unchanged in Q2 2026.
Customers Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2351 holding.
Rothschild Investment LLC first reported a position in Customers Bancorp in Q4 2019 and has held it in 16 quarters since.
Rothschild Investment LLC's Customers Bancorp position peaked at $432K in Q4 2019.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.