Steward Partners Investment Advisory’s Customers Bancorp CUBI Stock Holding History

Steward Partners Investment Advisory’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	$866K	Buy	10,949 +10,749	+5,375%	+$813K	﹤0.01%	1382
2026 Q1	$13.9K	Hold	200	–	–	﹤0.01%	3409
2025 Q4	$14.6K	Hold	200	–	–	﹤0.01%	3271
2025 Q3	$13.1K	Hold	200	–	–	﹤0.01%	3283
2025 Q2	$11.7K	Hold	200	–	–	﹤0.01%	3143
2025 Q1	$10K	Hold	200	–	–	﹤0.01%	3096
2024 Q4	$9.74K	Hold	200	–	–	﹤0.01%	3113
2024 Q3	$9.29K	Hold	200	–	–	﹤0.01%	2974
2024 Q2	$9.6K	Hold	200	–	–	﹤0.01%	2833
2024 Q1	$10.6K	Hold	200	–	–	﹤0.01%	2788
2023 Q4	$11.5K	Hold	200	–	–	﹤0.01%	2644
2023 Q3	$6.89K	Hold	200	–	–	﹤0.01%	2714
2023 Q2	$6.05K	Hold	200	–	–	﹤0.01%	2733
2023 Q1	$3.7K	Hold	200	–	–	﹤0.01%	2883
2022 Q4	$5.67K	Sell	200 -2,500	-93%	-$77.9K	﹤0.01%	2731
2022 Q3	$80K	Hold	2,700	–	–	﹤0.01%	1581
2022 Q2	$92K	Hold	2,700	–	–	﹤0.01%	1529
2022 Q1	$141K	Buy	+2,700	New	+$164K	﹤0.01%	1451
2021 Q2	–	Sell	-100	Closed	-$3.18K	–	7152
2021 Q1	$3.18K	Hold	100	–	–	﹤0.01%	3125
2020 Q4	$2K	Buy	+100	New	+$1.59K	﹤0.01%	2690

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Steward Partners Investment Advisory's CUBI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Customers Bancorp (CUBI) stake by 5,375% in Q2 2026, buying an estimated $813K and bringing the position to 10,949 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Steward Partners Investment Advisory first reported a position in CUBI in Q4 2020 and has held it in 20 quarters since. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

Steward Partners Investment Advisory held 10,949 shares of Customers Bancorp worth $866K as of Q2 2026.
Steward Partners Investment Advisory bought 10,749 Customers Bancorp shares in Q2 2026, an estimated $813K.
Customers Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1382 holding.
Steward Partners Investment Advisory first reported a position in Customers Bancorp in Q4 2020 and has held it in 20 quarters since.
298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.