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Spire Wealth Management’s Customers Bancorp CUBI Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-75
Closed -$4.9K – 2343
2025
Q3 		$4.9K Hold
75
– – ﹤0.01% 1961
2025
Q2 		$4.41K Hold
75
– – ﹤0.01% 1985
2025
Q1 		$3.77K Hold
75
– – ﹤0.01% 2137
2024
Q4 		$3.65K Hold
75
– – ﹤0.01% 2125
2024
Q3 		$3.48K Hold
75
– – ﹤0.01% 1898
2024
Q2 		$3.6K Hold
75
– – ﹤0.01% 1900
2024
Q1 		$3.98K Hold
75
– – ﹤0.01% 1979
2023
Q4 		$3.88K Hold
75
– – ﹤0.01% 2021
2023
Q3 		$2.58K Hold
75
– – ﹤0.01% 2077
2023
Q2 		$2.27K Hold
75
– – ﹤0.01% 2174
2023
Q1 		$1.39K Buy
+75
New +$2.05K ﹤0.01% 2339

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's CUBI Position: Q4 2025 in Review

Spire Wealth Management sold out of Customers Bancorp (CUBI) in Q4 2025, closing a stake of 75 shares — an estimated $4.9K sold.

Spire Wealth Management first reported a position in CUBI in Q1 2023 and held it in 11 quarters. The position peaked at $4.9K in Q3 2025. 284 funds tracked by Wall St. Rank hold CUBI as of Q4 2025.

  • Spire Wealth Management reported no remaining Customers Bancorp position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 75 Customers Bancorp shares in Q4 2025, an estimated $4.9K.
  • Spire Wealth Management first reported a position in Customers Bancorp in Q1 2023 and held it in 11 quarters.
  • Spire Wealth Management's Customers Bancorp position peaked at $4.9K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.