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Steward Financial Group’s Customers Bancorp CUBI Stock Holding History

Steward Financial Group’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
2023
Q1 		– Sell
-5
Closed – – 765
2022
Q4 		$0 Buy
+5
New +$156 ﹤0.01% 601
2022
Q3 		– Sell
-5
Closed – – 377
2022
Q2 		$0 Buy
+5
New +$203 ﹤0.01% 1051

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Steward Financial Group's CUBI Position: Q1 2023 in Review

Steward Financial Group sold out of Customers Bancorp (CUBI) in Q1 2023, closing a stake of 5 shares.

Steward Financial Group first reported a position in CUBI in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2023.

  • Steward Financial Group reported no remaining Customers Bancorp position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 5 Customers Bancorp shares in Q1 2023.
  • Steward Financial Group first reported a position in Customers Bancorp in Q2 2022 and held it in 2 quarters.
  • Steward Financial Group's Customers Bancorp position peaked at $0 in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.