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Shellback Capital’s Customers Bancorp CUBI Stock Holding History

Shellback Capital’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
Q1 		– Sell
-21,448
Closed -$1.57M – 88
2025
Q4 		$1.57M Sell
21,448
-243,169
-92% -$16.7M 0.15% 75
2025
Q3 		$17.3M Buy
+264,617
New +$17.4M 1.1% 40
2025
Q2 		– Sell
-130,423
Closed -$6.55M – 111
2025
Q1 		$6.55M Buy
130,423
+22,423
+21% +$1.18M 0.63% 47
2024
Q4 		$5.26M Buy
+108,000
New +$5.43M 0.36% 74

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Shellback Capital's CUBI Position: Q1 2026 in Review

Shellback Capital sold out of Customers Bancorp (CUBI) in Q1 2026, closing a stake of 21,448 shares — an estimated $1.57M sold.

Shellback Capital first reported a position in CUBI in Q4 2024 and held it in 4 quarters. The position peaked at $17.3M in Q3 2025. 282 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Shellback Capital reported no remaining Customers Bancorp position as of Q1 2026 after selling out during the quarter.
  • Shellback Capital sold 21,448 Customers Bancorp shares in Q1 2026, an estimated $1.57M.
  • Shellback Capital first reported a position in Customers Bancorp in Q4 2024 and held it in 4 quarters.
  • Shellback Capital's Customers Bancorp position peaked at $17.3M in Q3 2025.
  • 282 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Shellback Capital's 13F filing for Q1 2026, filed 15 May 2026.