Simplex Trading
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Simplex Trading’s Customers Bancorp CUBI Stock Holding History

Simplex Trading’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
-1,900
Closed -$139K – 9243
2025
Q4 		$139K Buy
1,900
+1,800
+1,800% +$123K ﹤0.01% 4624
2025
Q3 		$6K Sell
100
-3,400
-97% -$224K ﹤0.01% 8175
2025
Q2 		$205K Buy
3,500
+800
+30% +$40.5K ﹤0.01% 4473
2025
Q1 		$135K Sell
2,700
-8,600
-76% -$451K ﹤0.01% 4740
2024
Q4 		$550K Buy
11,300
+10,400
+1,156% +$523K ﹤0.01% 3427
2024
Q3 		$41K Buy
900
+700
+350% +$36.4K ﹤0.01% 6051
2024
Q2 		$9K Sell
200
-15,200
-99% -$717K ﹤0.01% 7488
2024
Q1 		$817K Buy
15,400
+2,700
+21% +$142K ﹤0.01% 3330
2023
Q4 		$731K Sell
12,700
-20,100
-61% -$872K ﹤0.01% 3330
2023
Q3 		$1.13M Buy
32,800
+30,000
+1,071% +$1.08M ﹤0.01% 2547
2023
Q2 		$84K Buy
2,800
+2,700
+2,700% +$60.5K ﹤0.01% 5287
2023
Q1 		$1K Buy
+100
New +$2.73K ﹤0.01% 8668
2022
Q3 		– Sell
-200
Closed -$6K – 10042
2022
Q2 		$6K Buy
+200
New +$8.13K ﹤0.01% 8704
2022
Q1 		– Sell
-500
Closed -$32K – 10531
2021
Q4 		$32K Sell
500
-300
-38% -$16.5K ﹤0.01% 7807
2021
Q3 		$31K Hold
800
– – ﹤0.01% 8057
2021
Q2 		$31K Buy
+800
New +$28.8K ﹤0.01% 8194
2017
Q1 		– Sell
-2
Closed -$1K – 6233
2016
Q4 		$1K Buy
+2
New +$59 ﹤0.01% 5339
2016
Q1 		– Sell
-10
Closed -$10K – 5669
2015
Q4 		$10K Buy
+10
New +$279 ﹤0.01% 3290
2015
Q3 		– Sell
-12
Closed -$20K – 5599
2015
Q2 		$20K Buy
12
+9
+300% +$230 ﹤0.01% 2453
2015
Q1 		$4K Buy
+3
New +$65 ﹤0.01% 3637

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Simplex Trading's CUBI Position: Q1 2026 in Review

Simplex Trading opened a new position in Customers Bancorp (CUBI) in Q1 2026: 734 shares worth $50.9K. The stake represents ﹤0.01% of the portfolio and ranks #5866 among its holdings. This is a return to the name: Simplex Trading previously reported a position in CUBI as recently as Q3 2025.

Simplex Trading first reported a position in CUBI in Q3 2019 and has held it in 15 quarters since. The position peaked at $384K in Q1 2025. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

  • Simplex Trading held 734 shares of Customers Bancorp worth $50.9K as of Q1 2026.
  • Customers Bancorp was a new Simplex Trading position in Q1 2026.
  • Customers Bancorp made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5866 holding.
  • Simplex Trading first reported a position in Customers Bancorp in Q3 2019 and has held it in 15 quarters since.
  • Simplex Trading's Customers Bancorp position peaked at $384K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.