SAM
CUBI icon

Smartleaf Asset Management’s Customers Bancorp CUBI Stock Holding History

Smartleaf Asset Management’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 		$65.8K Hold
832
– – ﹤0.01% 1378
2026
Q1 		$56K Sell
832
-932
-53% -$67.7K ﹤0.01% 1399
2025
Q4 		$129K Buy
1,764
+9
+0.5% +$617 ﹤0.01% 1050
2025
Q3 		$115K Buy
1,755
+256
+17% +$16.8K 0.01% 989
2025
Q2 		$88.4K Sell
1,499
-15
-1% -$760 0.01% 912
2025
Q1 		$75.9K Sell
1,514
-129
-8% -$6.77K 0.01% 961
2024
Q4 		$79.7K Buy
1,643
+1,255
+323% +$63.1K 0.01% 947
2024
Q3 		$17.6K Sell
388
-65
-14% -$3.38K ﹤0.01% 1418
2024
Q2 		$21.2K Buy
+453
New +$21.4K ﹤0.01% 1013

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

Smartleaf Asset Management's CUBI Position: Q2 2026 in Review

Smartleaf Asset Management held its Customers Bancorp (CUBI) position steady in Q2 2026 at 832 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Smartleaf Asset Management first reported a position in CUBI in Q2 2024 and has held it in 9 quarters since. The position peaked at $129K in Q4 2025. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Smartleaf Asset Management held 832 shares of Customers Bancorp worth $65.8K as of Q2 2026.
  • Smartleaf Asset Management left its Customers Bancorp share count unchanged in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1378 holding.
  • Smartleaf Asset Management first reported a position in Customers Bancorp in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Customers Bancorp position peaked at $129K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.