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Stephens Consulting’s Customers Bancorp CUBI Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-10
Closed -$502 – 1389
2025
Q1 		$502 Buy
+10
New +$525 ﹤0.01% 920

Other funds holding CUBI

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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's CUBI Position: Q2 2025 in Review

Stephens Consulting sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 10 shares — an estimated $502 sold.

Stephens Consulting first reported a position in CUBI in Q1 2025 and held it in 1 quarter. The position peaked at $502 in Q1 2025. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • Stephens Consulting reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 Customers Bancorp shares in Q2 2025, an estimated $502.
  • Stephens Consulting first reported a position in Customers Bancorp in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Customers Bancorp position peaked at $502 in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.