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Steve Schonfeld’s Customers Bancorp CUBI Stock Holding History

Steve Schonfeld’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 		$606K Buy
+7,662
New +$580K ﹤0.01% 1730
2025
Q4 		– Sell
-46,869
Closed -$3.06M – 2142
2025
Q3 		$3.06M Buy
46,869
+39,948
+577% +$2.63M 0.02% 823
2025
Q2 		$407K Sell
6,921
-11,399
-62% -$577K ﹤0.01% 1607
2025
Q1 		$920K Buy
18,320
+9,220
+101% +$484K 0.01% 1326
2024
Q4 		$443K Buy
+9,100
New +$458K ﹤0.01% 1453
2023
Q1 		– Sell
-17,000
Closed -$482K – 2188
2022
Q4 		$482K Sell
17,000
-30,700
-64% -$957K ﹤0.01% 1551
2022
Q3 		$1.41M Buy
+47,700
New +$1.69M 0.01% 1060
2022
Q2 		– Sell
-36,000
Closed -$1.88M – 2613
2022
Q1 		$1.88M Sell
36,000
-600
-2% -$36.5K 0.02% 760
2021
Q4 		$2.39M Buy
36,600
+29,500
+415% +$1.62M 0.02% 662
2021
Q3 		$305K Buy
7,100
+600
+9% +$23.4K ﹤0.01% 1521
2021
Q2 		$253K Buy
+6,500
New +$234K ﹤0.01% 1553

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

Steve Schonfeld's CUBI Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Customers Bancorp (CUBI) in Q2 2026: 7,662 shares worth $606K. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in CUBI as recently as Q3 2025.

Steve Schonfeld first reported a position in CUBI in Q2 2021 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 295 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Steve Schonfeld held 7,662 shares of Customers Bancorp worth $606K as of Q2 2026.
  • Customers Bancorp was a new Steve Schonfeld position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1730 holding.
  • Steve Schonfeld first reported a position in Customers Bancorp in Q2 2021 and has held it in 11 quarters since.
  • Steve Schonfeld's Customers Bancorp position peaked at $3.06M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.