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Sippican Capital Advisors’s Customers Bancorp CUBI Stock Holding History

Sippican Capital Advisors’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 		$3.14M Hold
39,754
– – 1.92% 11
2026
Q1 		$2.76M Sell
39,754
-826
-2% -$60K 1.89% 12
2025
Q4 		$2.97M Buy
40,580
+31
+0.1% +$2.13K 1.91% 13
2025
Q3 		$2.65M Sell
40,549
-90
-0.2% -$5.92K 1.75% 12
2025
Q2 		$2.39M Buy
40,639
+1,815
+5% +$92K 1.73% 18
2025
Q1 		$1.95M Buy
38,824
+3,055
+9% +$160K 1.47% 21
2024
Q4 		$1.74M Buy
35,769
+9,190
+35% +$462K 1.27% 28
2024
Q3 		$1.23M Buy
26,579
+15,510
+140% +$807K 0.86% 42
2024
Q2 		$531K Buy
+11,069
New +$522K 0.42% 77

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

Sippican Capital Advisors's CUBI Position: Q2 2026 in Review

Sippican Capital Advisors held its Customers Bancorp (CUBI) position steady in Q2 2026 at 39,754 shares worth $3.14M. The position accounts for 1.92% of the portfolio, ranked #11.

Sippican Capital Advisors first reported a position in CUBI in Q2 2024 and has held it in 9 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Sippican Capital Advisors held 39,754 shares of Customers Bancorp worth $3.14M as of Q2 2026.
  • Sippican Capital Advisors left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up 1.92% of Sippican Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Sippican Capital Advisors first reported a position in Customers Bancorp in Q2 2024 and has held it in 9 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.