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
Q2 		– Sell
-3,300
Closed -$229K – 9450
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Simplex Trading's CUBI Position: Q2 2026 in Review

Simplex Trading sold out of Customers Bancorp (CUBI) in Q2 2026, closing a stake of 734 shares — an estimated $50.9K sold.

Simplex Trading first reported a position in CUBI in Q3 2019 and held it in 15 quarters. The position peaked at $384K in Q1 2025. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Simplex Trading reported no remaining Customers Bancorp position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 734 Customers Bancorp shares in Q2 2026, an estimated $50.9K.
  • Simplex Trading first reported a position in Customers Bancorp in Q3 2019 and held it in 15 quarters.
  • Simplex Trading's Customers Bancorp position peaked at $384K in Q1 2025.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.