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Summit Securities Group’s Customers Bancorp CUBI Stock Holding History

Summit Securities 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
2026
Q2 		$79 Buy
+1
New +$76 ﹤0.01% 1131
2024
Q4 		– Sell
-1
Closed – – 689
2024
Q3 		$0 Buy
+1
New +$52 ﹤0.01% 637
2023
Q2 		– Sell
-1
Closed – – 917
2023
Q1 		$0 Buy
+1
New +$27 ﹤0.01% 896

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 Securities Group's CUBI Position: Q2 2026 in Review

Summit Securities Group opened a new position in Customers Bancorp (CUBI) in Q2 2026: 1 share worth $79. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CUBI as recently as Q3 2024.

Summit Securities Group first reported a position in CUBI in Q1 2023 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold CUBI as of Q2 2026.

  • Summit Securities Group held 1 share of Customers Bancorp worth $79 as of Q2 2026.
  • Customers Bancorp was a new Summit Securities Group position in Q2 2026.
  • Customers Bancorp made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1131 holding.
  • Summit Securities Group first reported a position in Customers Bancorp in Q1 2023 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2026.

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