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Sanctuary Advisors’s Customers Bancorp CUBI Stock Holding History

Sanctuary Advisors’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
2025
Q1 		– Sell
-9,714
Closed -$557K – 2234
2024
Q4 		$557K Buy
9,714
+302
+3% +$15.2K ﹤0.01% 1622
2024
Q3 		$528K Buy
9,412
+1,066
+13% +$55.5K ﹤0.01% 1664
2024
Q2 		$391K Buy
+8,346
New +$394K ﹤0.01% 1800

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors's CUBI Position: Q1 2025 in Review

Sanctuary Advisors sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 9,714 shares — an estimated $557K sold.

Sanctuary Advisors first reported a position in CUBI in Q2 2024 and held it in 3 quarters. The position peaked at $557K in Q4 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • Sanctuary Advisors reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 9,714 Customers Bancorp shares in Q1 2025, an estimated $557K.
  • Sanctuary Advisors first reported a position in Customers Bancorp in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Customers Bancorp position peaked at $557K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.