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	$229K	Buy	+3,300	New	+$240K	﹤0.01%	4145
2025 Q3	–	Sell	-300	Closed	-$17K	–	9205
2025 Q2	$17K	Sell	300 -3,500	-92%	-$177K	﹤0.01%	6893
2025 Q1	$190K	Sell	3,800 -4,900	-56%	-$257K	﹤0.01%	4383
2024 Q4	$423K	Sell	8,700 -1,600	-16%	-$80.4K	﹤0.01%	3722
2024 Q3	$478K	Buy	10,300 +9,900	+2,475%	+$515K	﹤0.01%	3638
2024 Q2	$19K	Sell	400 -15,700	-98%	-$741K	﹤0.01%	6921
2024 Q1	$854K	Buy	16,100 +6,600	+69%	+$348K	﹤0.01%	3289
2023 Q4	$547K	Buy	9,500 +5,000	+111%	+$217K	﹤0.01%	3600
2023 Q3	$155K	Buy	4,500 +2,800	+165%	+$101K	﹤0.01%	4631
2023 Q2	$51K	Sell	1,700 -6,700	-80%	-$150K	﹤0.01%	5818
2023 Q1	$155K	Buy	+8,400	New	+$229K	﹤0.01%	4620
2022 Q3	–	Sell	-100	Closed	-$3K	–	10044
2022 Q2	$3K	Buy	+100	New	+$4.06K	﹤0.01%	9120

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.