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Synergy Asset Management’s Customers Bancorp CUBI Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-12
Closed -$557 – 222
2024
Q4 		$557 Buy
+12
New +$603 ﹤0.01% 767

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State Street
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HRCM
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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

Synergy Asset Management's CUBI Position: Q1 2025 in Review

Synergy Asset Management sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 12 shares — an estimated $557 sold.

Synergy Asset Management first reported a position in CUBI in Q4 2024 and held it in 1 quarter. The position peaked at $557 in Q4 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • Synergy Asset Management reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 12 Customers Bancorp shares in Q1 2025, an estimated $557.
  • Synergy Asset Management first reported a position in Customers Bancorp in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Customers Bancorp position peaked at $557 in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.