SW
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SVB Wealth’s Customers Bancorp CUBI Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-106
Closed -$5.32K – 778
2025
Q1 		$5.32K Buy
+106
New +$5.56K ﹤0.01% 1014

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's CUBI Position: Q2 2025 in Review

SVB Wealth sold out of Customers Bancorp (CUBI) in Q2 2025, closing a stake of 106 shares — an estimated $5.32K sold.

SVB Wealth first reported a position in CUBI in Q1 2025 and held it in 1 quarter. The position peaked at $5.32K in Q1 2025. 240 funds tracked by Wall St. Rank hold CUBI as of Q2 2025.

  • SVB Wealth reported no remaining Customers Bancorp position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 106 Customers Bancorp shares in Q2 2025, an estimated $5.32K.
  • SVB Wealth first reported a position in Customers Bancorp in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Customers Bancorp position peaked at $5.32K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.