Stifel Financial
CUBI icon

Stifel Financial’s Customers Bancorp CUBI Stock Holding History

Stifel Financial’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
2022
Q2 		– Sell
-5,022
Closed -$262K – 3348
2022
Q1 		$262K Sell
5,022
-3,089
-38% -$188K ﹤0.01% 2965
2021
Q4 		$530K Buy
8,111
+1,288
+19% +$70.7K ﹤0.01% 2555
2021
Q3 		$294K Buy
+6,823
New +$266K ﹤0.01% 2918
2019
Q1 		– Sell
-29,950
Closed -$542K – 2799
2018
Q4 		$542K Sell
29,950
-92,158
-75% -$1.84M ﹤0.01% 1897
2018
Q3 		$2.88M Buy
122,108
+17,333
+17% +$449K 0.01% 1078
2018
Q2 		$2.97M Sell
104,775
-1,933
-2% -$57.7K 0.01% 1022
2018
Q1 		$3.11M Buy
106,708
+1,408
+1% +$42.3K 0.01% 972
2017
Q4 		$2.73M Buy
105,300
+43,950
+72% +$1.25M 0.01% 1009
2017
Q3 		$2M Buy
61,350
+1,500
+3% +$43.3K 0.01% 1122
2017
Q2 		$1.69M Buy
59,850
+11,850
+25% +$350K 0.01% 1180
2017
Q1 		$1.51M Hold
48,000
– – 0.01% 1215
2016
Q4 		$1.72M Buy
48,000
+6,000
+14% +$177K 0.01% 1094
2016
Q3 		$1.06M Hold
42,000
– – ﹤0.01% 1298
2016
Q2 		$1.05M Hold
42,000
– – ﹤0.01% 1304
2016
Q1 		$992K Sell
42,000
-10,000
-19% -$239K 0.01% 1238
2015
Q4 		$1.42M Buy
52,000
+25,000
+93% +$697K 0.01% 1138
2015
Q3 		$694K Hold
27,000
– – ﹤0.01% 1379
2015
Q2 		$726K Buy
+27,000
New +$690K ﹤0.01% 1495

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Stifel Financial's CUBI Position: Q2 2022 in Review

Stifel Financial sold out of Customers Bancorp (CUBI) in Q2 2022, closing a stake of 5,022 shares — an estimated $262K sold.

Stifel Financial first reported a position in CUBI in Q2 2015 and held it in 18 quarters. The position peaked at $3.11M in Q1 2018. 212 funds tracked by Wall St. Rank hold CUBI as of Q2 2022.

  • Stifel Financial reported no remaining Customers Bancorp position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 5,022 Customers Bancorp shares in Q2 2022, an estimated $262K.
  • Stifel Financial first reported a position in Customers Bancorp in Q2 2015 and held it in 18 quarters.
  • Stifel Financial's Customers Bancorp position peaked at $3.11M in Q1 2018.
  • 212 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.