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Summit Global Investments’s Customers Bancorp CUBI Stock Holding History

Summit Global Investments’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 		$1.02M Sell
12,850
-2,485
-16% -$188K 0.06% 201
2026
Q1 		$1.06M Buy
15,335
+7,408
+93% +$538K 0.06% 178
2025
Q4 		$580K Buy
+7,927
New +$544K 0.03% 283
2024
Q2 		– Sell
-10,945
Closed -$581K – 513
2024
Q1 		$581K Buy
+10,945
New +$576K 0.04% 304
2023
Q2 		– Sell
-14,300
Closed -$265K – 554
2023
Q1 		$265K Buy
+14,300
New +$390K 0.02% 454

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

Summit Global Investments's CUBI Position: Q2 2026 in Review

Summit Global Investments reduced its Customers Bancorp (CUBI) stake by 16% in Q2 2026, selling an estimated $188K and leaving 12,850 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #201.

Summit Global Investments first reported a position in CUBI in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.06M in Q1 2026. 298 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Summit Global Investments held 12,850 shares of Customers Bancorp worth $1.02M as of Q2 2026.
  • Summit Global Investments sold 2,485 Customers Bancorp shares in Q2 2026, an estimated $188K.
  • Customers Bancorp made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #201 holding.
  • Summit Global Investments first reported a position in Customers Bancorp in Q1 2023 and has held it in 5 quarters since.
  • Summit Global Investments's Customers Bancorp position peaked at $1.06M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.