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SBI Securities’s Customers Bancorp CUBI Stock Holding History

SBI Securities’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
Q4 		– Sell
-22
Closed -$1.44K – 4076
2025
Q3 		$1.44K Buy
22
+2
+10% +$132 ﹤0.01% 2550
2025
Q2 		$1.18K Hold
20
– – ﹤0.01% 2615
2025
Q1 		$1K Hold
20
– – ﹤0.01% 2582
2024
Q4 		$974 Buy
+20
New +$1.01K ﹤0.01% 2620

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's CUBI Position: Q4 2025 in Review

SBI Securities sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 22 shares — an estimated $1.44K sold.

SBI Securities first reported a position in CUBI in Q4 2024 and held it in 4 quarters. The position peaked at $1.44K in Q3 2025. 284 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • SBI Securities reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 22 Customers Bancorp shares in Q4 2025, an estimated $1.44K.
  • SBI Securities first reported a position in Customers Bancorp in Q4 2024 and held it in 4 quarters.
  • SBI Securities's Customers Bancorp position peaked at $1.44K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.